-44.8%
BIDU vs LPLA
+142.4%
-187.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.4% |
| 7D | -5.2% | -3.7% | -1.6% | -4.3% |
| 30D | -14.5% | -6.4% | -8.1% | -13.2% |
| 3M | -22.9% | +20.2% | -43.1% | -26.4% |
| 6M | -27.8% | +12.8% | -40.7% | -30.4% |
| YTD | -30.7% | -2.5% | -28.2% | -31.0% |
| 1Y | -15.8% | +1.9% | -17.8% | -17.5% |
| 3Y | -33.2% | +45.0% | -78.2% | -44.5% |
| 5Y | -44.8% | +146.6% | -191.4% | -70.6% |
| All | -44.8% | +142.4% | -187.2% | -70.6% |
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