+3,049.3%
AMZN vs LPLA
+1,311.2%
+1,738.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | -0.1% |
| 7D | -3.0% | -3.1% | +0.1% | -2.3% |
| 30D | -5.2% | -0.1% | -5.1% | -5.2% |
| 3M | +1.9% | +23.2% | -21.4% | -3.1% |
| 6M | +19.2% | +15.5% | +3.7% | +14.7% |
| YTD | +12.0% | +0.9% | +11.1% | +10.8% |
| 1Y | +9.7% | +0.2% | +9.5% | +8.5% |
| 3Y | +87.2% | +55.2% | +31.9% | +66.2% |
| 5Y | +48.7% | +145.4% | -96.8% | +16.7% |
| 10Y | +569.3% | +1,229.7% | -660.3% | +246.6% |
| All | +3,049.3% | +1,311.2% | +1,738.0% | +1,390.7% |
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 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