+10.9%
GE vs LPLA
-19.0%
+29.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.2% | +3.7% | +1.7% |
| 7D | +4.0% | -3.2% | +7.2% | +4.5% |
| 30D | +11.1% | -8.6% | +19.7% | +11.9% |
| 3M | -6.7% | -18.7% | +11.9% | -4.6% |
| 6M | +14.3% | +4.5% | +9.7% | +13.0% |
| YTD | +11.7% | -15.3% | +27.1% | +13.1% |
| 1Y | +10.9% | -19.9% | +30.8% | +13.2% |
| All | +10.9% | -19.0% | +29.9% | +13.2% |
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