+368.6%
ASX vs LPLA
+29.4%
+339.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.1% |
| 7D | +12.4% | -0.9% | +13.3% | +12.7% |
| 30D | -19.8% | -9.5% | -10.3% | -18.2% |
| 3M | -10.3% | -21.9% | +11.5% | -5.2% |
| 6M | +1.2% | -2.6% | +3.9% | +0.1% |
| YTD | +123.0% | -17.8% | +140.8% | +129.4% |
| 1Y | +145.4% | -21.2% | +166.6% | +156.5% |
| 3Y | +368.6% | +30.6% | +338.0% | +325.8% |
| All | +368.6% | +29.4% | +339.3% | +325.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling