+1,251.0%
BE vs LPLA
+143.6%
+1,107.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.5% | +12.2% | +10.8% |
| 7D | +29.8% | -2.1% | +31.8% | +30.9% |
| 30D | +26.4% | -3.3% | +29.7% | +28.0% |
| 3M | +9.3% | +23.5% | -14.2% | -1.9% |
| 6M | +105.1% | +12.0% | +93.1% | +90.7% |
| YTD | +219.0% | -1.7% | +220.7% | +215.7% |
| 1Y | +418.8% | +3.2% | +415.5% | +404.2% |
| 3Y | +1,784.6% | +46.2% | +1,738.4% | +1,432.6% |
| 5Y | +1,251.0% | +144.9% | +1,106.1% | +563.1% |
| All | +1,251.0% | +143.6% | +1,107.3% | +563.1% |
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 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