+193.5%
APTV vs LPLA
+1,529.7%
-1,336.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.2% |
| 7D | +4.8% | -3.1% | +7.9% | +6.2% |
| 30D | +2.0% | -0.1% | +2.1% | +2.0% |
| 3M | -34.2% | +23.2% | -57.5% | -40.2% |
| 6M | -34.7% | +15.5% | -50.2% | -39.3% |
| YTD | -37.0% | +0.9% | -37.9% | -38.3% |
| 1Y | -40.4% | +0.2% | -40.6% | -42.1% |
| 3Y | -54.1% | +55.2% | -109.3% | -65.4% |
| 5Y | -68.0% | +145.4% | -213.5% | -81.4% |
| 10Y | -15.5% | +1,229.7% | -1,245.2% | -74.0% |
| All | +193.5% | +1,529.7% | -1,336.2% | -23.7% |
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