-76.1%
LCID vs LPLA
+3.5%
-79.6%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.5% | -0.1% |
| 7D | +1.8% | -2.1% | +3.8% | +2.5% |
| 30D | -34.2% | -3.3% | -30.9% | -33.5% |
| 3M | -9.1% | +23.5% | -32.7% | -17.4% |
| 6M | -52.6% | +12.0% | -64.6% | -55.0% |
| YTD | -56.2% | -1.7% | -54.5% | -54.8% |
| All | -76.1% | +3.5% | -79.6% | -75.2% |
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