-41.9%
GRAB vs LPLA
-16.5%
-25.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +4.6% | +3.0% | +6.8% |
| 7D | +22.2% | +15.7% | +6.5% | +19.2% |
| 30D | +6.0% | -6.2% | +12.2% | +6.8% |
| 3M | -9.7% | -12.0% | +2.3% | -7.9% |
| 6M | -7.2% | -2.7% | -4.4% | -7.0% |
| YTD | -32.7% | -12.5% | -20.1% | -33.8% |
| 1Y | -41.9% | -16.5% | -25.4% | -40.4% |
| All | -41.9% | -16.5% | -25.4% | -40.4% |
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