+94.0%
INFY vs LPLA
+1,273.0%
-1,179.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | -8.7% | -1.5% | -7.1% | -8.3% |
| 30D | -13.0% | -6.0% | -7.0% | -11.7% |
| 3M | -8.8% | +21.4% | -30.1% | -12.8% |
| 6M | -22.6% | +12.1% | -34.6% | -24.9% |
| YTD | -37.3% | -1.8% | -35.5% | -37.6% |
| 1Y | -33.4% | +3.2% | -36.6% | -34.6% |
| 3Y | -32.3% | +45.9% | -78.2% | -40.1% |
| 5Y | -45.2% | +144.7% | -189.9% | -58.7% |
| 10Y | +80.0% | +1,222.4% | -1,142.4% | -14.3% |
| All | +94.0% | +1,273.0% | -1,179.0% | -21.4% |
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 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