+12.6%
AMZN vs LPLA
-21.6%
+34.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.0% | +3.5% | +1.0% |
| 7D | +2.8% | -2.8% | +5.5% | +3.3% |
| 30D | +3.4% | -10.2% | +13.6% | +5.3% |
| 3M | +0.1% | -22.3% | +22.3% | +4.9% |
| 6M | +0.6% | -0.5% | +1.1% | +1.8% |
| YTD | +15.9% | -17.9% | +33.7% | +19.0% |
| All | +12.6% | -21.6% | +34.2% | +17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling