+610.5%
LDOS vs LPLA
+1,081.7%
-471.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | +0.9% |
| 7D | -3.7% | +7.6% | -11.3% | -5.5% |
| 30D | +16.4% | -9.5% | +25.9% | +18.7% |
| 3M | +7.4% | -16.3% | +23.7% | +11.6% |
| 6M | -0.3% | -8.0% | +7.6% | +0.7% |
| YTD | -24.0% | -15.5% | -8.5% | -21.9% |
| 1Y | -29.6% | -19.4% | -10.2% | -26.8% |
| 3Y | +35.1% | +39.7% | -4.6% | +18.0% |
| 5Y | +52.9% | +83.0% | -30.1% | +19.7% |
| 10Y | +262.2% | +933.4% | -671.2% | +68.7% |
| All | +610.5% | +1,081.7% | -471.2% | +191.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling