+244.0%
EQIX vs LPLA
+1,251.7%
-1,007.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.9% | -0.5% | +1.1% |
| 7D | +0.2% | -1.5% | +1.7% | +0.4% |
| 30D | -2.5% | -6.0% | +3.5% | -1.7% |
| 3M | 0.0% | +24.0% | -24.1% | -3.2% |
| 6M | +7.6% | +17.0% | -9.3% | +4.8% |
| YTD | +37.5% | -0.7% | +38.2% | +36.6% |
| 1Y | +32.9% | +2.1% | +30.8% | +31.2% |
| 3Y | +42.8% | +48.7% | -5.9% | +31.4% |
| 5Y | +35.8% | +151.2% | -115.4% | +12.4% |
| All | +244.0% | +1,251.7% | -1,007.7% | +132.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling