+152.0%
GE vs LPLA
+1,198.0%
-1,046.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.7% | -2.8% |
| 7D | -1.2% | -1.5% | +0.3% | -0.6% |
| 30D | -11.3% | -6.0% | -5.3% | -9.0% |
| 3M | -1.4% | +21.4% | -22.8% | -9.6% |
| 6M | +1.2% | +12.1% | -10.9% | -4.8% |
| YTD | +5.9% | -1.8% | +7.8% | +4.4% |
| 1Y | +18.4% | +3.2% | +15.2% | +13.2% |
| 3Y | +271.0% | +45.9% | +225.0% | +192.3% |
| 5Y | +417.9% | +144.7% | +273.3% | +198.5% |
| 10Y | +152.0% | +1,222.4% | -1,070.5% | -16.6% |
| All | +152.0% | +1,198.0% | -1,046.0% | -16.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling