+325.7%
AMGN vs LPLA
+758.1%
-432.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +1.1% | -0.9% | +2.1% | +1.3% |
| 30D | +9.3% | -9.5% | +18.8% | +10.6% |
| 3M | +12.1% | -21.9% | +34.0% | +15.7% |
| 6M | +40.3% | -2.6% | +42.9% | +39.9% |
| YTD | +45.2% | -17.8% | +63.0% | +47.8% |
| 1Y | +42.4% | -21.2% | +63.6% | +45.9% |
| 3Y | +91.0% | +30.6% | +60.4% | +76.2% |
| 5Y | +157.4% | +81.3% | +76.0% | +115.5% |
| All | +325.7% | +758.1% | -432.4% | +148.7% |
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