+23.7%
IVZ vs LPLA
-19.0%
+42.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | 0.0% |
| 7D | -2.8% | -3.2% | +0.4% | -1.5% |
| 30D | -2.2% | -8.6% | +6.5% | +0.8% |
| 3M | -8.1% | -18.7% | +10.6% | -0.5% |
| 6M | +3.8% | +4.5% | -0.8% | +0.5% |
| YTD | +11.5% | -15.3% | +26.8% | +15.6% |
| 1Y | +23.7% | -19.9% | +43.6% | +33.8% |
| All | +23.7% | -19.0% | +42.7% | +33.8% |
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