+5,402.0%
AMD vs LPLA
+1,081.7%
+4,320.3%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -3.4% | -13.9% | -15.9% |
| 7D | -28.6% | +7.6% | -36.2% | -30.7% |
| 30D | -37.7% | -9.5% | -28.3% | -35.9% |
| 3M | -16.1% | -16.3% | +0.2% | -11.2% |
| 6M | +13.8% | -8.0% | +21.8% | +14.3% |
| YTD | +88.8% | -15.5% | +104.4% | +93.9% |
| 1Y | +57.8% | -19.4% | +77.1% | +65.6% |
| 3Y | +260.3% | +39.7% | +220.6% | +192.9% |
| 5Y | +196.6% | +83.0% | +113.6% | +108.9% |
| 10Y | +6,064.6% | +933.4% | +5,131.2% | +1,837.4% |
| All | +5,402.0% | +1,081.7% | +4,320.3% | +1,200.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling