+289.3%
INTC vs LPLA
+0.7%
+288.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.8% | +4.5% |
| 7D | +7.1% | -3.1% | +10.1% | +7.2% |
| 30D | -5.2% | -0.1% | -5.1% | -5.2% |
| 3M | -14.3% | +23.2% | -37.5% | -16.1% |
| 6M | +110.2% | +15.5% | +94.6% | +107.3% |
| YTD | +159.6% | +0.9% | +158.7% | +170.3% |
| 1Y | +289.3% | +0.2% | +289.1% | +311.9% |
| All | +289.3% | +0.7% | +288.6% | +311.9% |
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