+968.4%
AMGN vs LPLA
+1,275.5%
-307.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -2.5% | -7.5% | -9.6% |
| 7D | -10.3% | -2.1% | -8.2% | -9.9% |
| 30D | -3.8% | -3.3% | -0.4% | -3.2% |
| 3M | +14.4% | +23.5% | -9.2% | +10.1% |
| 6M | +7.8% | +12.0% | -4.2% | +5.3% |
| YTD | +22.6% | -1.7% | +24.2% | +22.0% |
| 1Y | +44.2% | +3.2% | +41.0% | +41.9% |
| 3Y | +65.8% | +46.2% | +19.6% | +49.7% |
| 5Y | +108.0% | +144.9% | -36.9% | +63.6% |
| 10Y | +209.9% | +1,195.1% | -985.2% | +59.3% |
| All | +968.4% | +1,275.5% | -307.1% | +424.9% |
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 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