+360.5%
BE vs LPLA
+0.7%
+359.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.3% | +7.7% | +7.5% |
| 7D | +20.0% | -3.1% | +23.0% | +21.3% |
| 30D | +7.9% | -0.1% | +8.0% | +7.8% |
| 3M | -13.2% | +23.2% | -36.4% | -21.8% |
| 6M | +53.5% | +15.5% | +37.9% | +42.1% |
| YTD | +191.0% | +0.9% | +190.1% | +191.6% |
| 1Y | +360.5% | +0.2% | +360.4% | +358.1% |
| All | +360.5% | +0.7% | +359.8% | +358.1% |
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