+259.2%
ASX vs LPLA
+3.5%
+255.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.5% | +8.6% | +6.4% |
| 7D | +6.3% | -2.1% | +8.4% | +6.5% |
| 30D | +6.4% | -3.3% | +9.8% | +6.8% |
| 3M | +13.1% | +23.5% | -10.4% | +8.7% |
| 6M | +90.3% | +12.0% | +78.3% | +86.6% |
| YTD | +149.6% | -1.7% | +151.3% | +147.0% |
| All | +259.2% | +3.5% | +255.6% | +238.3% |
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