+55.0%
EWZ vs LPLA
+145.4%
-90.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +6.5% | -3.1% | +9.6% | +7.1% |
| 30D | +4.8% | -0.1% | +4.9% | +4.8% |
| 3M | +9.9% | +23.2% | -13.3% | +5.1% |
| 6M | +1.9% | +15.5% | -13.6% | -1.5% |
| YTD | +20.3% | +0.9% | +19.4% | +19.1% |
| 1Y | +35.6% | +0.2% | +35.5% | +34.0% |
| 3Y | +43.4% | +55.2% | -11.8% | +24.6% |
| All | +55.0% | +145.4% | -90.5% | +6.7% |
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 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