+382.5%
BDX vs LPLA
+1,049.8%
-667.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | +2.9% | -0.9% | +3.8% | +3.0% |
| 30D | +15.4% | -9.5% | +24.9% | +16.6% |
| 3M | +20.5% | -21.9% | +42.4% | +23.9% |
| 6M | +53.2% | -2.6% | +55.8% | +52.9% |
| YTD | +45.7% | -17.8% | +63.5% | +47.9% |
| 1Y | +47.3% | -21.2% | +68.4% | +50.3% |
| 3Y | +25.1% | +30.6% | -5.6% | +17.3% |
| 5Y | +27.4% | +81.3% | -53.9% | +11.6% |
| 10Y | +95.4% | +773.9% | -678.6% | +28.3% |
| All | +382.5% | +1,049.8% | -667.2% | +182.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling