+51.8%
BEN vs LPLA
+1,226.8%
-1,175.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.7% | -1.1% |
| 7D | +0.3% | -3.7% | +4.0% | +1.8% |
| 30D | +0.9% | -6.4% | +7.3% | +3.5% |
| 3M | +9.2% | +20.2% | -11.0% | +1.0% |
| 6M | +36.8% | +12.8% | +23.9% | +29.2% |
| YTD | +44.4% | -2.5% | +46.9% | +43.8% |
| 1Y | +45.8% | +1.9% | +43.9% | +41.7% |
| 3Y | +52.5% | +45.0% | +7.6% | +22.7% |
| 5Y | +37.7% | +146.6% | -108.9% | -18.9% |
| All | +51.8% | +1,226.8% | -1,175.0% | -57.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling