+51.8%
AVAV vs LPLA
+54.7%
-2.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.7% |
| 7D | -2.2% | -3.1% | +0.8% | -1.4% |
| 30D | -13.9% | -0.1% | -13.8% | -13.9% |
| 3M | -29.2% | +23.2% | -52.5% | -33.3% |
| 6M | -36.1% | +15.5% | -51.7% | -38.9% |
| YTD | -40.2% | +0.9% | -41.1% | -40.1% |
| 1Y | -36.2% | +0.2% | -36.4% | -36.1% |
| All | +51.8% | +54.7% | -2.9% | +41.6% |
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 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