+3,158.1%
AMZN vs LPLA
+1,047.9%
+2,110.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +1.2% |
| 7D | +2.8% | -2.9% | +5.6% | +3.5% |
| 30D | +3.4% | -10.2% | +13.7% | +5.6% |
| 3M | +0.1% | -22.3% | +22.4% | +5.5% |
| 6M | +0.6% | -0.6% | +1.2% | -0.1% |
| YTD | +15.9% | -17.9% | +33.8% | +19.5% |
| 1Y | +9.5% | -22.1% | +31.6% | +14.3% |
| 3Y | +86.3% | +29.3% | +57.0% | +71.8% |
| 5Y | +51.7% | +81.0% | -29.3% | +26.9% |
| 10Y | +623.8% | +772.5% | -148.7% | +311.9% |
| All | +3,158.1% | +1,047.9% | +2,110.2% | +1,508.6% |
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