+41.3%
LDOS vs LPLA
+54.7%
-13.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | -5.4% | -3.1% | -2.3% | -5.0% |
| 30D | +4.9% | -0.1% | +5.0% | +4.9% |
| 3M | +7.2% | +23.2% | -16.0% | +3.6% |
| 6M | -24.2% | +15.5% | -39.8% | -26.1% |
| YTD | -25.8% | +0.9% | -26.7% | -26.1% |
| 1Y | -24.7% | +0.2% | -24.9% | -25.0% |
| All | +41.3% | +54.7% | -13.4% | +32.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling