-50.4%
BIDU vs LPLA
+1,251.7%
-1,302.0%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | +0.3% |
| 7D | -8.1% | -1.5% | -6.6% | -7.6% |
| 30D | -12.8% | -6.0% | -6.8% | -11.2% |
| 3M | -21.3% | +24.0% | -45.3% | -26.4% |
| 6M | -27.0% | +17.0% | -44.0% | -31.0% |
| YTD | -30.0% | -0.7% | -29.4% | -30.9% |
| 1Y | -18.3% | +2.1% | -20.4% | -20.4% |
| 3Y | -33.8% | +48.7% | -82.5% | -45.8% |
| 5Y | -44.3% | +151.2% | -195.5% | -63.7% |
| All | -50.4% | +1,251.7% | -1,302.0% | -77.8% |
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 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