-14.4%
BIDU vs LPLA
+1,275.5%
-1,289.9%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -2.5% | -4.4% | -6.2% |
| 7D | -2.4% | -2.1% | -0.4% | -1.8% |
| 30D | -15.6% | -3.3% | -12.3% | -14.9% |
| 3M | -22.3% | +23.5% | -45.8% | -27.0% |
| 6M | -22.3% | +12.0% | -34.3% | -25.4% |
| YTD | -29.2% | -1.7% | -27.5% | -29.8% |
| 1Y | -14.8% | +3.2% | -18.0% | -17.2% |
| 3Y | -31.8% | +46.2% | -78.0% | -42.9% |
| 5Y | -43.1% | +144.9% | -188.0% | -60.8% |
| 10Y | -50.6% | +1,195.1% | -1,245.7% | -79.5% |
| All | -14.4% | +1,275.5% | -1,289.9% | -70.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling