+1,007.5%
ASX vs LPLA
+797.0%
+210.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -2.2% | +8.8% | +7.3% |
| 7D | +0.8% | -3.2% | +4.0% | +2.1% |
| 30D | -20.4% | -8.6% | -11.8% | -18.7% |
| 3M | -2.1% | -18.7% | +16.5% | +3.4% |
| 6M | +8.2% | +4.5% | +3.7% | +4.5% |
| YTD | +137.3% | -15.3% | +152.6% | +142.7% |
| 1Y | +155.0% | -19.9% | +174.9% | +166.0% |
| 3Y | +397.9% | +33.4% | +364.5% | +325.0% |
| 5Y | +529.2% | +87.4% | +441.8% | +359.0% |
| 10Y | +1,007.5% | +800.4% | +207.1% | +478.9% |
| All | +1,007.5% | +797.0% | +210.5% | +478.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling