+243.2%
INTC vs LPLA
+1,226.8%
-983.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.7% | -4.9% | -5.4% |
| 7D | +9.4% | -3.7% | +13.1% | +10.6% |
| 30D | +2.7% | -6.4% | +9.0% | +4.6% |
| 3M | -6.3% | +20.2% | -26.5% | -12.1% |
| 6M | +114.5% | +12.8% | +101.6% | +103.1% |
| YTD | +171.9% | -2.5% | +174.4% | +169.5% |
| 1Y | +305.0% | +1.9% | +303.1% | +294.1% |
| 3Y | +168.3% | +45.0% | +123.4% | +129.9% |
| 5Y | +102.3% | +146.6% | -44.3% | +39.4% |
| All | +243.2% | +1,226.8% | -983.6% | +70.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling