+36.4%
EWZ vs LPLA
+4.5%
+31.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.5% | +4.5% | +2.3% |
| 7D | +5.6% | -2.1% | +7.7% | +5.8% |
| 30D | +9.3% | -3.3% | +12.6% | +9.6% |
| 3M | +15.7% | +23.5% | -7.8% | +12.4% |
| 6M | +7.4% | +12.0% | -4.6% | +5.9% |
| YTD | +22.7% | -1.7% | +24.4% | +22.6% |
| 1Y | +36.4% | +3.2% | +33.2% | +35.6% |
| All | +36.4% | +4.5% | +31.8% | +35.6% |
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