+12.7%
AR vs LPLA
-21.6%
+34.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.0% | +4.3% | +1.2% |
| 7D | +6.4% | -2.8% | +9.2% | +6.3% |
| 30D | +3.1% | -10.2% | +13.3% | +3.1% |
| 3M | +3.3% | -22.3% | +25.6% | +3.2% |
| 6M | +6.6% | -0.5% | +7.0% | +6.8% |
| YTD | +12.3% | -17.9% | +30.2% | +11.5% |
| All | +12.7% | -21.6% | +34.3% | +14.5% |
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