-30.8%
EFX vs LPLA
+2.8%
-33.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.6% | +0.1% |
| 7D | -11.1% | -3.7% | -7.5% | -10.7% |
| 30D | -7.4% | -6.4% | -1.0% | -6.6% |
| 3M | +1.5% | +20.2% | -18.7% | -0.8% |
| 6M | -13.7% | +12.8% | -26.5% | -15.4% |
| YTD | -21.9% | -2.5% | -19.4% | -23.6% |
| 1Y | -30.8% | +1.9% | -32.7% | -32.4% |
| All | -30.8% | +2.8% | -33.6% | -32.4% |
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