+1,696.7%
ASX vs LPLA
+1,060.6%
+636.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.8% | +8.2% | +6.9% |
| 7D | -19.9% | +4.1% | -24.1% | -20.8% |
| 30D | -30.9% | -9.0% | -21.9% | -29.5% |
| 3M | -15.1% | -17.6% | +2.5% | -11.2% |
| 6M | -6.5% | -8.8% | +2.4% | -5.7% |
| YTD | +98.4% | -17.0% | +115.5% | +103.7% |
| 1Y | +107.9% | -20.4% | +128.3% | +116.1% |
| 3Y | +325.3% | +35.4% | +289.9% | +271.1% |
| 5Y | +447.3% | +79.7% | +367.6% | +328.7% |
| 10Y | +763.2% | +915.0% | -151.7% | +328.1% |
| All | +1,696.7% | +1,060.6% | +636.1% | +656.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling