+23.7%
BBY vs LPLA
+0.7%
+23.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.5% | +3.2% |
| 7D | +9.5% | -3.1% | +12.6% | +9.7% |
| 30D | +6.8% | -0.1% | +6.9% | +6.8% |
| 3M | +28.9% | +23.2% | +5.6% | +26.6% |
| 6M | +37.8% | +15.5% | +22.3% | +36.6% |
| YTD | +38.7% | +0.9% | +37.9% | +40.5% |
| 1Y | +23.7% | +0.2% | +23.5% | +24.0% |
| All | +23.7% | +0.7% | +23.0% | +24.0% |
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