+91.7%
BKNG vs LPLA
+142.9%
-51.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | -10.7% | -3.7% | -7.0% | -9.5% |
| 30D | -18.1% | -6.4% | -11.7% | -16.3% |
| 3M | +8.5% | +20.2% | -11.7% | +1.9% |
| 6M | -0.1% | +12.8% | -12.9% | -4.7% |
| YTD | -18.2% | -2.5% | -15.7% | -18.7% |
| 1Y | -19.9% | +1.9% | -21.8% | -22.1% |
| 3Y | +41.6% | +45.0% | -3.4% | +17.1% |
| All | +91.7% | +142.9% | -51.3% | +10.4% |
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