-57.4%
GNRC vs LPLA
+147.5%
-204.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.9% | +1.1% | +2.4% |
| 7D | -0.2% | -1.5% | +1.4% | +0.2% |
| 30D | -15.7% | -6.0% | -9.7% | -14.3% |
| 3M | -27.3% | +24.0% | -51.4% | -32.2% |
| 6M | -12.1% | +17.0% | -29.0% | -17.2% |
| YTD | +37.1% | -0.7% | +37.8% | +35.3% |
| 1Y | -0.5% | +2.1% | -2.6% | -2.8% |
| 3Y | +61.5% | +48.7% | +12.8% | +36.4% |
| All | -57.4% | +147.5% | -204.9% | -72.9% |
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