+65.7%
AMGN vs LPLA
-16.5%
+82.2%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.6% | -0.9% | +3.5% |
| 7D | +5.9% | +15.7% | -9.8% | +5.1% |
| 30D | +18.7% | -6.2% | +24.9% | +18.9% |
| 3M | +23.4% | -12.0% | +35.4% | +24.2% |
| 6M | +49.7% | -2.7% | +52.5% | +49.6% |
| YTD | +49.2% | -12.5% | +61.7% | +51.7% |
| 1Y | +65.7% | -16.5% | +82.3% | +69.9% |
| All | +65.7% | -16.5% | +82.2% | +69.9% |
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