+336.2%
INTC vs LPLA
+1,047.9%
-711.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.1% | +1.0% | -1.3% |
| 7D | +17.1% | -2.9% | +20.0% | +17.9% |
| 30D | -40.5% | -10.2% | -30.2% | -39.3% |
| 3M | -39.4% | -22.3% | -17.0% | -36.1% |
| 6M | -49.3% | -0.6% | -48.7% | -50.3% |
| YTD | +65.9% | -17.9% | +83.8% | +70.1% |
| 1Y | +61.5% | -22.1% | +83.6% | +68.0% |
| 3Y | +59.6% | +29.3% | +30.3% | +42.2% |
| 5Y | +31.2% | +81.0% | -49.9% | +2.9% |
| 10Y | +116.6% | +772.5% | -655.9% | +11.8% |
| All | +336.2% | +1,047.9% | -711.7% | +94.7% |
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