+476.4%
BHP vs LPLA
+1,251.7%
-775.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.9% |
| 7D | -3.6% | -1.5% | -2.1% | -3.1% |
| 30D | -1.2% | -6.0% | +4.8% | +0.8% |
| 3M | +1.2% | +24.0% | -22.8% | -6.5% |
| 6M | +21.4% | +17.0% | +4.4% | +13.7% |
| YTD | +50.4% | -0.7% | +51.1% | +48.1% |
| 1Y | +67.5% | +2.1% | +65.4% | +62.4% |
| 3Y | +72.8% | +48.7% | +24.1% | +38.7% |
| 5Y | +112.6% | +151.2% | -38.6% | +28.7% |
| All | +476.4% | +1,251.7% | -775.2% | +89.5% |
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