+70.9%
BHP vs LPLA
+2.8%
+68.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.7% | -4.6% | -5.2% |
| 7D | -3.7% | -3.7% | -0.1% | -3.3% |
| 30D | -0.8% | -6.4% | +5.5% | -0.1% |
| 3M | +7.6% | +20.2% | -12.6% | +4.6% |
| 6M | +20.8% | +12.8% | +7.9% | +18.3% |
| YTD | +50.8% | -2.5% | +53.3% | +50.4% |
| 1Y | +70.9% | +1.9% | +69.0% | +69.0% |
| All | +70.9% | +2.8% | +68.1% | +69.0% |
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