+155.0%
ASX vs LPLA
-19.0%
+174.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -2.2% | +8.8% | +6.6% |
| 7D | +0.8% | -3.2% | +4.0% | +0.8% |
| 30D | -20.4% | -8.6% | -11.8% | -20.1% |
| 3M | -2.1% | -18.7% | +16.5% | -1.4% |
| 6M | +8.2% | +4.5% | +3.7% | +6.9% |
| YTD | +137.3% | -15.3% | +152.6% | +131.3% |
| 1Y | +155.0% | -19.9% | +174.9% | +158.6% |
| All | +155.0% | -19.0% | +174.1% | +158.6% |
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 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