+37.9%
BAX vs LPLA
-23.1%
+61.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.0% | +0.7% | -2.0% |
| 7D | +0.4% | -2.8% | +3.1% | +0.6% |
| 30D | +3.4% | -10.2% | +13.6% | +4.3% |
| 3M | -4.5% | -22.3% | +17.8% | -2.2% |
| 6M | +44.0% | -0.5% | +44.5% | +44.3% |
| YTD | +34.9% | -17.9% | +52.7% | +36.5% |
| 1Y | +37.9% | -22.0% | +60.0% | +40.3% |
| All | +37.9% | -23.1% | +61.0% | +40.3% |
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