+26.5%
EL vs LPLA
+1,235.7%
-1,209.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.8% |
| 7D | -2.4% | -1.5% | -0.8% | -1.9% |
| 30D | +13.7% | -6.0% | +19.6% | +15.6% |
| 3M | +14.5% | +21.4% | -6.9% | +7.6% |
| 6M | +7.4% | +12.1% | -4.7% | +2.9% |
| YTD | -4.7% | -1.8% | -2.9% | -5.3% |
| 1Y | +12.9% | +3.2% | +9.7% | +10.0% |
| 3Y | -32.2% | +45.9% | -78.2% | -42.3% |
| 5Y | -68.4% | +144.7% | -213.0% | -78.0% |
| All | +26.5% | +1,235.7% | -1,209.2% | -37.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling