+582.8%
INTC vs LPLA
+1,311.2%
-728.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.8% | +4.6% |
| 7D | +7.1% | -3.1% | +10.1% | +7.9% |
| 30D | -5.2% | -0.1% | -5.1% | -5.3% |
| 3M | -14.3% | +23.2% | -37.5% | -19.6% |
| 6M | +110.2% | +15.5% | +94.6% | +99.1% |
| YTD | +159.6% | +0.9% | +158.7% | +155.4% |
| 1Y | +289.3% | +0.2% | +289.1% | +281.8% |
| 3Y | +166.1% | +55.2% | +110.8% | +128.5% |
| 5Y | +94.4% | +145.4% | -51.1% | +42.1% |
| 10Y | +227.7% | +1,229.7% | -1,002.0% | +54.9% |
| All | +582.8% | +1,311.2% | -728.4% | +192.3% |
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