+293.0%
IBKR vs LPLA
+46.5%
+246.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.9% | +0.3% | +1.0% |
| 7D | -1.3% | -1.5% | +0.2% | -0.4% |
| 30D | -0.2% | -6.0% | +5.8% | +3.6% |
| 3M | +3.0% | +24.0% | -21.1% | -10.0% |
| 6M | +33.9% | +17.0% | +16.9% | +19.9% |
| YTD | +42.5% | -0.7% | +43.2% | +41.1% |
| 1Y | +44.9% | +2.1% | +42.7% | +40.1% |
| 3Y | +293.0% | +48.7% | +244.3% | +209.7% |
| All | +293.0% | +46.5% | +246.5% | +209.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling