+3,291.2%
BLDR vs LPLA
+1,311.2%
+1,980.0%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.7% |
| 7D | -2.8% | -3.1% | +0.2% | -1.3% |
| 30D | -13.3% | -0.1% | -13.2% | -13.4% |
| 3M | -12.3% | +23.2% | -35.5% | -21.9% |
| 6M | -31.5% | +15.5% | -47.0% | -37.4% |
| YTD | -36.1% | +0.9% | -36.9% | -38.0% |
| 1Y | -54.1% | +0.2% | -54.2% | -55.8% |
| 3Y | -55.8% | +55.2% | -111.0% | -68.8% |
| 5Y | +20.7% | +145.4% | -124.7% | -39.9% |
| 10Y | +390.2% | +1,229.7% | -839.4% | -11.5% |
| All | +3,291.2% | +1,311.2% | +1,980.0% | +389.4% |
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 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