+195.5%
AMGN vs LPLA
+1,251.7%
-1,056.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.9% | -3.2% | -1.6% |
| 7D | -13.7% | -1.5% | -12.2% | -13.5% |
| 30D | -8.8% | -6.0% | -2.8% | -8.0% |
| 3M | +7.2% | +24.0% | -16.8% | +3.6% |
| 6M | +1.3% | +17.0% | -15.7% | -1.5% |
| YTD | +17.6% | -0.7% | +18.3% | +17.0% |
| 1Y | +37.2% | +2.1% | +35.1% | +35.5% |
| 3Y | +57.7% | +48.7% | +9.1% | +43.2% |
| 5Y | +106.3% | +151.2% | -45.0% | +62.9% |
| All | +195.5% | +1,251.7% | -1,056.1% | +49.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling