+285.1%
EQIX vs LPLA
+758.1%
-473.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.8% | -1.8% |
| 7D | +4.1% | -0.9% | +5.0% | +4.2% |
| 30D | +5.8% | -9.5% | +15.3% | +7.0% |
| 3M | -1.4% | -21.9% | +20.5% | +1.7% |
| 6M | -1.2% | -2.6% | +1.4% | -1.5% |
| YTD | +39.6% | -17.8% | +57.4% | +42.0% |
| 1Y | +36.8% | -21.2% | +58.0% | +40.0% |
| 3Y | +47.3% | +30.6% | +16.6% | +36.9% |
| 5Y | +50.1% | +81.3% | -31.2% | +29.0% |
| All | +285.1% | +758.1% | -473.0% | +156.4% |
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 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