+57.4%
INTC vs LPLA
-16.5%
+73.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.6% | -8.4% | -3.3% |
| 7D | -39.0% | +15.7% | -54.7% | -38.3% |
| 30D | -49.8% | -6.2% | -43.7% | -49.3% |
| 3M | -42.2% | -12.0% | -30.2% | -41.4% |
| 6M | -39.2% | -2.7% | -36.4% | -38.0% |
| YTD | +57.9% | -12.5% | +70.5% | +70.4% |
| 1Y | +57.4% | -16.5% | +73.9% | +79.0% |
| All | +57.4% | -16.5% | +73.8% | +79.0% |
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