+913.4%
ASX vs LPLA
+1,194.2%
-280.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.5% | +8.6% | +6.9% |
| 7D | +6.3% | -2.1% | +8.4% | +7.0% |
| 30D | +6.4% | -3.3% | +9.8% | +7.4% |
| 3M | +13.1% | +23.5% | -10.4% | +4.9% |
| 6M | +90.3% | +12.0% | +78.3% | +81.1% |
| YTD | +149.6% | -1.7% | +151.3% | +145.9% |
| 1Y | +249.2% | +3.2% | +246.0% | +237.8% |
| 3Y | +445.9% | +46.2% | +399.7% | +359.4% |
| 5Y | +477.7% | +144.9% | +332.8% | +294.2% |
| 10Y | +913.4% | +1,195.1% | -281.7% | +402.0% |
| All | +913.4% | +1,194.2% | -280.8% | +402.0% |
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