+267.5%
ASX vs LPLA
+0.7%
+266.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -0.7% | -3.1% | +2.3% | -0.3% |
| 30D | +2.0% | -0.1% | +2.1% | +1.9% |
| 3M | -1.3% | +23.2% | -24.6% | -5.0% |
| 6M | +71.4% | +15.5% | +55.9% | +67.3% |
| YTD | +135.3% | +0.9% | +134.4% | +132.9% |
| 1Y | +267.5% | +0.2% | +267.3% | +254.3% |
| All | +267.5% | +0.7% | +266.8% | +254.3% |
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