+222.8%
LDOS vs LPLA
+756.7%
-533.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.1% | +1.0% | -1.3% |
| 7D | -3.5% | -2.9% | -0.6% | -2.7% |
| 30D | +9.5% | -10.2% | +19.8% | +12.0% |
| 3M | -6.3% | -22.3% | +16.0% | -0.7% |
| 6M | +2.8% | -0.6% | +3.4% | +1.8% |
| YTD | -26.6% | -17.9% | -8.7% | -23.9% |
| 1Y | -31.3% | -22.1% | -9.2% | -27.8% |
| 3Y | +30.9% | +29.3% | +1.7% | +15.9% |
| 5Y | +49.4% | +81.0% | -31.7% | +14.8% |
| All | +222.8% | +756.7% | -533.8% | +60.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling