-36.7%
BLDR vs LPLA
-16.5%
-20.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +4.6% | +4.6% | +8.2% |
| 7D | +24.4% | +15.7% | +8.7% | +20.9% |
| 30D | +24.9% | -6.2% | +31.1% | +25.2% |
| 3M | -7.8% | -12.0% | +4.2% | -6.7% |
| 6M | -5.8% | -2.7% | -3.0% | -4.7% |
| YTD | -32.5% | -12.5% | -19.9% | -30.3% |
| 1Y | -36.7% | -16.5% | -20.2% | -31.9% |
| All | -36.7% | -16.5% | -20.2% | -31.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling