+115.0%
ILMN vs LPLA
+4.5%
+110.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.5% | -0.7% | -2.9% |
| 7D | +1.9% | -2.1% | +4.0% | +2.3% |
| 30D | +12.3% | -3.3% | +15.6% | +12.8% |
| 3M | +33.5% | +23.5% | +10.0% | +27.3% |
| 6M | +69.4% | +12.0% | +57.4% | +64.8% |
| YTD | +60.9% | -1.7% | +62.6% | +58.3% |
| 1Y | +115.0% | +3.2% | +111.8% | +97.9% |
| All | +115.0% | +4.5% | +110.4% | +97.9% |
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 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