+65.9%
LIN vs LPLA
+81.8%
-15.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.0% | +2.2% | -0.3% |
| 7D | +0.2% | -2.8% | +3.0% | +0.7% |
| 30D | +6.2% | -10.2% | +16.3% | +7.7% |
| 3M | +9.3% | -22.3% | +31.6% | +13.4% |
| 6M | +4.4% | -0.5% | +4.8% | +3.5% |
| YTD | +23.7% | -17.9% | +41.6% | +26.1% |
| 1Y | +23.5% | -22.0% | +45.5% | +27.0% |
| 3Y | +35.8% | +29.4% | +6.4% | +20.9% |
| 5Y | +65.9% | +81.2% | -15.3% | +24.3% |
| All | +65.9% | +81.8% | -15.9% | +24.3% |
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