+436.7%
GE vs LPLA
+143.6%
+293.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.9% | +0.2% |
| 7D | +1.2% | -2.1% | +3.2% | +1.8% |
| 30D | -9.5% | -3.3% | -6.2% | -8.6% |
| 3M | +4.1% | +23.5% | -19.4% | -3.1% |
| 6M | +3.9% | +12.0% | -8.1% | -0.6% |
| YTD | +9.0% | -1.7% | +10.7% | +8.1% |
| 1Y | +21.9% | +3.2% | +18.7% | +18.1% |
| 3Y | +281.8% | +46.2% | +235.6% | +219.6% |
| 5Y | +436.7% | +144.9% | +291.8% | +218.0% |
| All | +436.7% | +143.6% | +293.1% | +218.0% |
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