-36.5%
ELAN vs LPLA
+460.7%
-497.2%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.3% | -2.7% |
| 7D | -6.4% | -3.7% | -2.7% | -5.3% |
| 30D | +0.6% | -6.4% | +6.9% | +2.5% |
| 3M | 0.0% | +20.2% | -20.2% | -6.4% |
| 6M | -3.4% | +12.8% | -16.3% | -7.9% |
| YTD | +1.0% | -2.5% | +3.5% | +0.3% |
| 1Y | +24.7% | +1.9% | +22.8% | +21.1% |
| 3Y | +97.2% | +45.0% | +52.3% | +64.2% |
| 5Y | -31.5% | +146.6% | -178.1% | -55.5% |
| All | -36.5% | +460.7% | -497.2% | -71.9% |
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