+58.1%
EBAY vs LPLA
+142.4%
-84.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.1% | +1.6% |
| 7D | -0.8% | -3.7% | +2.9% | -0.2% |
| 30D | -0.6% | -6.4% | +5.7% | +0.3% |
| 3M | -1.0% | +20.2% | -21.2% | -4.0% |
| 6M | +16.3% | +12.8% | +3.4% | +13.6% |
| YTD | +21.7% | -2.5% | +24.2% | +21.4% |
| 1Y | +16.5% | +1.9% | +14.6% | +15.2% |
| 3Y | +154.2% | +45.0% | +109.2% | +129.3% |
| 5Y | +58.1% | +146.6% | -88.6% | +13.3% |
| All | +58.1% | +142.4% | -84.3% | +13.3% |
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