+51.1%
LDOS vs LPLA
+81.7%
-30.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | +0.7% |
| 7D | -3.7% | +7.6% | -11.3% | -4.9% |
| 30D | +16.4% | -9.5% | +25.9% | +18.0% |
| 3M | +7.4% | -16.3% | +23.7% | +10.2% |
| 6M | -0.3% | -8.0% | +7.6% | +0.5% |
| YTD | -24.0% | -15.5% | -8.5% | -22.4% |
| 1Y | -29.6% | -19.4% | -10.2% | -27.6% |
| 3Y | +35.1% | +39.7% | -4.6% | +24.4% |
| All | +51.1% | +81.7% | -30.6% | +31.6% |
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