-56.7%
BLDR vs LPLA
+44.8%
-101.5%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.9% |
| 7D | -2.7% | -1.5% | -1.1% | -2.4% |
| 30D | -14.7% | -6.0% | -8.7% | -13.9% |
| 3M | -20.8% | +21.4% | -42.2% | -23.5% |
| 6M | -35.3% | +12.1% | -47.4% | -36.6% |
| YTD | -40.3% | -1.8% | -38.5% | -40.2% |
| 1Y | -56.3% | +3.2% | -59.5% | -56.6% |
| All | -56.7% | +44.8% | -101.5% | -57.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling