-35.9%
DOW vs LPLA
+145.5%
-181.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -6.0% | -1.5% | -4.5% | -5.7% |
| 30D | -2.7% | -6.0% | +3.2% | -1.4% |
| 3M | -10.5% | +21.4% | -31.8% | -15.1% |
| 6M | -12.4% | +12.1% | -24.5% | -15.8% |
| YTD | +30.0% | -1.8% | +31.9% | +29.3% |
| 1Y | +27.8% | +3.2% | +24.6% | +25.0% |
| 3Y | -34.9% | +45.9% | -80.9% | -43.3% |
| 5Y | -35.9% | +144.7% | -180.5% | -57.7% |
| All | -35.9% | +145.5% | -181.4% | -57.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling