-64.5%
EL vs LPLA
+93.2%
-157.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.7% | 0.0% |
| 7D | +7.6% | +3.6% | +4.0% | +6.7% |
| 30D | +15.7% | -6.8% | +22.4% | +17.2% |
| 3M | +30.5% | -17.0% | +47.6% | +36.1% |
| 6M | +32.5% | +1.8% | +30.7% | +29.9% |
| YTD | +9.4% | -13.4% | +22.8% | +11.8% |
| 1Y | +28.4% | -17.5% | +45.9% | +33.0% |
| 3Y | +4.4% | +36.5% | -32.0% | -9.6% |
| 5Y | -64.5% | +92.6% | -157.1% | -75.7% |
| All | -64.5% | +93.2% | -157.7% | -75.7% |
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