+286.5%
C vs LPLA
+1,194.2%
-907.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | +0.7% |
| 7D | +3.2% | -2.1% | +5.2% | +4.3% |
| 30D | +1.3% | -3.3% | +4.6% | +3.1% |
| 3M | +3.1% | +23.5% | -20.4% | -8.8% |
| 6M | +29.6% | +12.0% | +17.6% | +19.9% |
| YTD | +19.0% | -1.7% | +20.6% | +17.6% |
| 1Y | +45.6% | +3.2% | +42.4% | +38.9% |
| 3Y | +269.3% | +46.2% | +223.1% | +176.4% |
| 5Y | +131.6% | +144.9% | -13.3% | +15.3% |
| 10Y | +286.5% | +1,195.1% | -908.5% | -18.5% |
| All | +286.5% | +1,194.2% | -907.7% | -18.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling