-24.5%
KVUE vs LPLA
+95.2%
-119.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -1.9% | -0.1% |
| 7D | -5.1% | -1.5% | -3.6% | -5.1% |
| 30D | -6.3% | -6.0% | -0.3% | -6.1% |
| 3M | -0.5% | +24.0% | -24.5% | -1.3% |
| 6M | +3.1% | +17.0% | -13.9% | +2.4% |
| YTD | +6.7% | -0.7% | +7.4% | +6.6% |
| 1Y | -1.1% | +2.1% | -3.3% | -1.4% |
| 3Y | -8.7% | +48.7% | -57.4% | -8.3% |
| All | -24.5% | +95.2% | -119.7% | -26.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling