+565.7%
AMZN vs LPLA
+1,251.7%
-686.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.9% | +0.1% | +1.5% |
| 7D | -0.7% | -1.5% | +0.9% | -0.3% |
| 30D | -3.9% | -6.0% | +2.1% | -2.5% |
| 3M | +6.3% | +24.0% | -17.7% | +1.0% |
| 6M | +20.8% | +17.0% | +3.8% | +15.8% |
| YTD | +11.2% | -0.7% | +11.9% | +10.4% |
| 1Y | +11.7% | +2.1% | +9.6% | +10.0% |
| 3Y | +79.4% | +48.7% | +30.8% | +61.3% |
| 5Y | +48.0% | +151.2% | -103.2% | +16.5% |
| All | +565.7% | +1,251.7% | -686.0% | +320.7% |
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