-67.4%
EL vs LPLA
+143.6%
-211.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.5% | +0.4% | -1.4% |
| 7D | +1.7% | -2.1% | +3.8% | +2.3% |
| 30D | +15.5% | -3.3% | +18.8% | +16.4% |
| 3M | +20.6% | +23.5% | -3.0% | +13.1% |
| 6M | +10.5% | +12.0% | -1.5% | +6.1% |
| YTD | -1.9% | -1.7% | -0.2% | -2.4% |
| 1Y | +16.1% | +3.2% | +12.9% | +13.3% |
| 3Y | -30.2% | +46.2% | -76.4% | -39.9% |
| 5Y | -67.4% | +144.9% | -212.3% | -79.6% |
| All | -67.4% | +143.6% | -211.0% | -79.6% |
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