-12.7%
BABA vs LPLA
+0.7%
-13.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.3% |
| 7D | -4.8% | -3.1% | -1.7% | -4.4% |
| 30D | -11.9% | -0.1% | -11.8% | -11.9% |
| 3M | -9.3% | +23.2% | -32.5% | -11.8% |
| 6M | -14.2% | +15.5% | -29.8% | -16.3% |
| YTD | -22.0% | +0.9% | -22.9% | -22.7% |
| 1Y | -12.7% | +0.2% | -12.9% | -13.4% |
| All | -12.7% | +0.7% | -13.4% | -13.4% |
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