+24.9%
ESI vs LPLA
-16.5%
+41.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +4.6% | -9.3% | -5.1% |
| 7D | -6.6% | +15.7% | -22.3% | -8.0% |
| 30D | -10.9% | -6.2% | -4.7% | -10.1% |
| 3M | -13.8% | -12.0% | -1.8% | -12.1% |
| 6M | -21.5% | -2.7% | -18.8% | -21.2% |
| YTD | +34.7% | -12.5% | +47.2% | +34.5% |
| 1Y | +24.9% | -16.5% | +41.4% | +32.1% |
| All | +24.9% | -16.5% | +41.4% | +32.1% |
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 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