-2.6%
BDX vs LPLA
+142.4%
-145.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.8% |
| 7D | -5.4% | -3.7% | -1.8% | -5.2% |
| 30D | -2.2% | -6.4% | +4.2% | -1.8% |
| 3M | +20.1% | +20.2% | -0.1% | +18.7% |
| 6M | +9.1% | +12.8% | -3.8% | +8.1% |
| YTD | +17.9% | -2.5% | +20.4% | +17.7% |
| 1Y | +22.1% | +1.9% | +20.1% | +21.4% |
| 3Y | -10.5% | +45.0% | -55.5% | -13.6% |
| 5Y | -2.6% | +146.6% | -149.2% | -9.0% |
| All | -2.6% | +142.4% | -145.0% | -9.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling