+837.6%
GLW vs LPLA
+1,194.2%
-356.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -2.5% | +10.1% | +8.4% |
| 7D | +14.0% | -2.1% | +16.1% | +14.7% |
| 30D | +0.4% | -3.3% | +3.7% | +1.3% |
| 3M | -11.3% | +23.5% | -34.9% | -18.9% |
| 6M | +35.1% | +12.0% | +23.1% | +27.0% |
| YTD | +90.5% | -1.7% | +92.2% | +87.1% |
| 1Y | +132.0% | +3.2% | +128.8% | +122.7% |
| 3Y | +463.3% | +46.2% | +417.1% | +361.1% |
| 5Y | +382.5% | +144.9% | +237.6% | +201.2% |
| 10Y | +837.6% | +1,195.1% | -357.4% | +253.7% |
| All | +837.6% | +1,194.2% | -356.6% | +253.7% |
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 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