+389.6%
BE vs LPLA
+3.3%
+386.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.8% |
| 7D | +23.9% | -1.5% | +25.5% | +24.6% |
| 30D | +27.8% | -6.0% | +33.8% | +31.0% |
| 3M | +3.7% | +21.4% | -17.6% | -7.5% |
| 6M | +78.0% | +12.1% | +65.9% | +64.9% |
| YTD | +209.9% | -1.8% | +211.8% | +213.2% |
| 1Y | +389.6% | +3.2% | +386.4% | +398.8% |
| All | +389.6% | +3.3% | +386.3% | +398.8% |
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