-3.9%
ELF vs LPLA
-16.5%
+12.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.6% | -2.7% | +1.2% |
| 7D | -1.5% | +15.7% | -17.3% | -3.9% |
| 30D | +9.5% | -6.2% | +15.7% | +10.8% |
| 3M | +29.4% | -12.0% | +41.4% | +32.6% |
| 6M | +83.7% | -2.7% | +86.5% | +82.6% |
| YTD | +49.4% | -12.5% | +62.0% | +48.2% |
| 1Y | -3.9% | -16.5% | +12.6% | -0.5% |
| All | -3.9% | -16.5% | +12.5% | -0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling