-15.8%
F vs LPLA
+81.8%
-97.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.0% | +0.1% | -2.0% |
| 7D | -3.9% | -2.8% | -1.1% | -3.2% |
| 30D | -0.5% | -10.2% | +9.7% | +1.9% |
| 3M | -12.9% | -22.3% | +9.4% | -7.3% |
| 6M | +1.5% | -0.5% | +2.0% | +0.2% |
| YTD | -5.0% | -17.9% | +12.8% | -1.7% |
| 1Y | -7.3% | -22.0% | +14.7% | -2.6% |
| 3Y | +45.3% | +29.4% | +15.9% | +22.2% |
| 5Y | -15.8% | +81.2% | -97.0% | -46.0% |
| All | -15.8% | +81.8% | -97.5% | -46.0% |
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