+842.6%
ASX vs LPLA
+892.4%
-49.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.4% | +5.3% | +7.6% |
| 7D | -12.3% | +2.3% | -14.6% | -12.7% |
| 30D | -26.0% | -7.7% | -18.3% | -24.6% |
| 3M | -8.1% | -15.7% | +7.6% | -4.0% |
| 6M | +1.4% | +0.8% | +0.6% | -0.9% |
| YTD | +115.6% | -14.2% | +129.8% | +119.7% |
| 1Y | +128.0% | -17.9% | +145.9% | +136.0% |
| 3Y | +371.4% | +36.1% | +335.3% | +300.1% |
| 5Y | +469.4% | +90.3% | +379.1% | +313.8% |
| 10Y | +842.6% | +841.0% | +1.7% | +392.6% |
| All | +842.6% | +892.4% | -49.8% | +392.6% |
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