+34.8%
EQIX vs LPLA
+145.5%
-110.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | +2.3% | -1.5% | +3.9% | +2.5% |
| 30D | +0.4% | -6.0% | +6.4% | +1.1% |
| 3M | -1.1% | +21.4% | -22.5% | -3.4% |
| 6M | +11.5% | +12.1% | -0.6% | +9.6% |
| YTD | +38.2% | -1.8% | +40.1% | +37.9% |
| 1Y | +36.7% | +3.2% | +33.5% | +35.1% |
| 3Y | +44.1% | +45.9% | -1.9% | +34.6% |
| 5Y | +34.8% | +144.7% | -109.8% | +15.1% |
| All | +34.8% | +145.5% | -110.7% | +15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling