-49.5%
BLDR vs LPLA
+33.3%
-82.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.5% |
| 7D | -10.3% | -3.2% | -7.1% | -9.7% |
| 30D | +19.6% | -8.6% | +28.2% | +20.9% |
| 3M | -17.0% | -18.7% | +1.7% | -14.6% |
| 6M | -16.7% | +4.5% | -21.3% | -17.8% |
| YTD | -39.4% | -15.3% | -24.1% | -38.1% |
| 1Y | -41.7% | -19.9% | -21.8% | -39.9% |
| All | -49.5% | +33.3% | -82.8% | -50.7% |
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