+52.3%
BDX vs LPLA
-16.5%
+68.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +4.6% | +0.9% | +5.2% |
| 7D | +7.2% | +15.7% | -8.5% | +6.3% |
| 30D | +15.8% | -6.2% | +22.0% | +16.0% |
| 3M | +23.7% | -12.0% | +35.7% | +24.0% |
| 6M | +44.8% | -2.7% | +47.6% | +45.4% |
| YTD | +39.8% | -12.5% | +52.3% | +36.9% |
| 1Y | +52.3% | -16.5% | +68.9% | +52.6% |
| All | +52.3% | -16.5% | +68.8% | +52.6% |
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