+51.9%
DOW vs LPLA
-16.5%
+68.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.6% | -7.9% | -3.3% |
| 7D | -4.2% | +15.7% | -19.9% | -4.5% |
| 30D | +14.7% | -6.2% | +20.9% | +15.1% |
| 3M | +9.1% | -12.0% | +21.1% | +9.7% |
| 6M | -17.7% | -2.7% | -14.9% | -17.5% |
| YTD | +44.6% | -12.5% | +57.2% | +49.3% |
| 1Y | +51.9% | -16.5% | +68.4% | +64.0% |
| All | +51.9% | -16.5% | +68.4% | +64.0% |
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