-74.4%
GRAB vs LPLA
+287.7%
-362.1%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.2% | -6.3% | -6.4% |
| 7D | -13.9% | -1.5% | -12.3% | -13.4% |
| 30D | -17.2% | -6.0% | -11.2% | -15.6% |
| 3M | -7.9% | +21.4% | -29.2% | -13.8% |
| 6M | -23.2% | +12.1% | -35.3% | -26.6% |
| YTD | -39.1% | -1.8% | -37.2% | -39.5% |
| 1Y | -42.5% | +3.2% | -45.7% | -44.1% |
| 3Y | -18.3% | +45.9% | -64.2% | -30.9% |
| 5Y | -71.7% | +144.7% | -216.4% | -81.3% |
| All | -74.4% | +287.7% | -362.1% | -85.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling