+53.4%
LDOS vs LPLA
+89.2%
-35.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.4% | -1.1% | +1.8% |
| 7D | -5.8% | +2.3% | -8.1% | -6.2% |
| 30D | +11.6% | -7.7% | +19.2% | +12.7% |
| 3M | -1.0% | -15.7% | +14.7% | +1.5% |
| 6M | +5.1% | +0.8% | +4.2% | +4.2% |
| YTD | -24.0% | -14.2% | -9.8% | -22.7% |
| 1Y | -30.3% | -17.9% | -12.4% | -28.5% |
| 3Y | +37.0% | +36.1% | +0.9% | +26.8% |
| 5Y | +53.4% | +90.3% | -37.0% | +32.7% |
| All | +53.4% | +89.2% | -35.8% | +32.7% |
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