+40.6%
BBY vs LPLA
+43.8%
-3.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.7% | +0.2% |
| 7D | +0.7% | -3.7% | +4.3% | +1.4% |
| 30D | +5.8% | -6.4% | +12.1% | +7.0% |
| 3M | +18.0% | +20.2% | -2.2% | +13.4% |
| 6M | +39.8% | +12.8% | +27.0% | +35.7% |
| YTD | +35.4% | -2.5% | +37.9% | +35.6% |
| 1Y | +21.4% | +1.9% | +19.5% | +19.8% |
| All | +40.6% | +43.8% | -3.2% | +36.3% |
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 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