+132.8%
AMD vs LPLA
-19.0%
+151.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.2% | +9.5% | +7.4% |
| 7D | +13.1% | -3.2% | +16.3% | +13.2% |
| 30D | -7.0% | -8.6% | +1.7% | -6.2% |
| 3M | +16.6% | -18.7% | +35.2% | +18.5% |
| 6M | +20.5% | +4.5% | +16.0% | +17.8% |
| YTD | +158.2% | -15.3% | +173.5% | +161.2% |
| 1Y | +132.8% | -19.9% | +152.7% | +150.4% |
| All | +132.8% | -19.0% | +151.8% | +150.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LPLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling