+378.4%
AVAV vs LPLA
+1,060.6%
-682.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -1.8% | +12.3% | +11.0% |
| 7D | -10.6% | +4.1% | -14.7% | -11.9% |
| 30D | -18.8% | -9.0% | -9.8% | -16.9% |
| 3M | -34.1% | -17.6% | -16.5% | -30.6% |
| 6M | -35.3% | -8.8% | -26.5% | -34.6% |
| YTD | -53.4% | -17.0% | -36.4% | -51.4% |
| 1Y | -65.6% | -20.4% | -45.2% | -63.8% |
| 3Y | -5.1% | +35.4% | -40.5% | -18.4% |
| 5Y | +18.5% | +79.7% | -61.2% | -11.3% |
| 10Y | +369.8% | +915.0% | -545.1% | +91.2% |
| All | +378.4% | +1,060.6% | -682.2% | +64.1% |
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