+242.2%
EL vs LPLA
+1,311.2%
-1,069.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.3% | +3.1% |
| 7D | +0.8% | -3.1% | +3.9% | +1.6% |
| 30D | +19.8% | -0.1% | +19.9% | +19.7% |
| 3M | +25.7% | +23.2% | +2.5% | +18.3% |
| 6M | +5.4% | +15.5% | -10.1% | +0.6% |
| YTD | +0.2% | +0.9% | -0.7% | -1.1% |
| 1Y | +20.4% | +0.2% | +20.3% | +18.4% |
| 3Y | -32.1% | +55.2% | -87.4% | -42.2% |
| 5Y | -67.2% | +145.4% | -212.6% | -76.0% |
| 10Y | +31.7% | +1,229.7% | -1,197.9% | -38.1% |
| All | +242.2% | +1,311.2% | -1,069.0% | +38.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling