+25.4%
IVZ vs LPLA
-21.6%
+46.9%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.3% |
| 7D | +7.6% | -0.9% | +8.5% | +8.0% |
| 30D | +4.3% | -9.5% | +13.8% | +7.8% |
| 3M | -9.3% | -21.9% | +12.5% | -0.3% |
| 6M | +5.2% | -2.6% | +7.9% | +5.0% |
| YTD | +13.4% | -17.8% | +31.3% | +19.0% |
| 1Y | +25.4% | -21.2% | +46.6% | +35.1% |
| All | +25.4% | -21.6% | +46.9% | +35.1% |
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 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