+978.3%
BKNG vs LPLA
+1,273.0%
-294.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.2% | -3.6% | -3.7% |
| 7D | -13.1% | -1.5% | -11.6% | -12.6% |
| 30D | -18.5% | -6.0% | -12.6% | -16.7% |
| 3M | +5.8% | +21.4% | -15.6% | -1.8% |
| 6M | -2.1% | +12.1% | -14.2% | -7.0% |
| YTD | -18.6% | -1.8% | -16.8% | -19.5% |
| 1Y | -21.7% | +3.2% | -24.9% | -24.5% |
| 3Y | +40.9% | +45.9% | -5.1% | +15.5% |
| 5Y | +91.0% | +144.7% | -53.7% | +24.0% |
| 10Y | +213.2% | +1,222.4% | -1,009.3% | +13.6% |
| All | +978.3% | +1,273.0% | -294.8% | +251.1% |
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