-71.2%
GRAB vs LPLA
+147.5%
-218.7%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.9% | -0.5% | +0.7% |
| 7D | -10.8% | -1.5% | -9.3% | -10.4% |
| 30D | -15.5% | -6.0% | -9.5% | -13.9% |
| 3M | -9.0% | +24.0% | -33.0% | -15.1% |
| 6M | -21.6% | +17.0% | -38.6% | -25.9% |
| YTD | -38.9% | -0.7% | -38.2% | -39.5% |
| 1Y | -44.8% | +2.1% | -47.0% | -46.1% |
| 3Y | -18.4% | +48.7% | -67.1% | -30.7% |
| All | -71.2% | +147.5% | -218.7% | -79.1% |
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