+109.1%
AMGN vs LPLA
+142.4%
-33.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.6% | -2.2% |
| 7D | -13.9% | -3.7% | -10.2% | -13.6% |
| 30D | -7.1% | -6.4% | -0.8% | -6.7% |
| 3M | +13.9% | +20.2% | -6.3% | +12.4% |
| 6M | +3.2% | +12.8% | -9.6% | +2.3% |
| YTD | +19.2% | -2.5% | +21.7% | +19.2% |
| 1Y | +41.1% | +1.9% | +39.2% | +40.5% |
| 3Y | +61.3% | +45.0% | +16.3% | +54.9% |
| 5Y | +109.1% | +146.6% | -37.6% | +81.2% |
| All | +109.1% | +142.4% | -33.3% | +81.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling