+821.8%
EBAY vs LPLA
+1,275.5%
-453.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.5% | +3.7% | +1.7% |
| 7D | -0.4% | -2.1% | +1.7% | 0.0% |
| 30D | -6.3% | -3.3% | -3.0% | -5.8% |
| 3M | -3.3% | +23.5% | -26.8% | -7.7% |
| 6M | +13.5% | +12.0% | +1.5% | +10.1% |
| YTD | +21.2% | -1.7% | +22.9% | +20.5% |
| 1Y | +13.9% | +3.2% | +10.7% | +11.7% |
| 3Y | +153.1% | +46.2% | +106.9% | +123.3% |
| 5Y | +54.5% | +144.9% | -90.4% | +17.7% |
| 10Y | +262.7% | +1,195.1% | -932.4% | +71.1% |
| All | +821.8% | +1,275.5% | -453.7% | +280.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling