+111.9%
INTC vs LPLA
+758.1%
-646.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +6.0% | -0.9% | +6.9% | +6.2% |
| 30D | -39.2% | -9.5% | -29.7% | -38.0% |
| 3M | -42.9% | -21.9% | -21.1% | -39.5% |
| 6M | -50.4% | -2.6% | -47.8% | -51.3% |
| YTD | +61.7% | -17.8% | +79.5% | +66.3% |
| 1Y | +66.1% | -21.2% | +87.3% | +73.1% |
| 3Y | +58.1% | +30.6% | +27.5% | +37.3% |
| 5Y | +27.9% | +81.3% | -53.5% | -5.2% |
| All | +111.9% | +758.1% | -646.1% | +8.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling