+663.1%
LIN vs LPLA
+1,081.7%
-418.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | +0.1% |
| 7D | +3.6% | +7.6% | -4.0% | +1.8% |
| 30D | +6.4% | -9.5% | +15.9% | +8.4% |
| 3M | +6.5% | -16.3% | +22.8% | +10.2% |
| 6M | +4.9% | -8.0% | +12.8% | +5.7% |
| YTD | +23.4% | -15.5% | +39.0% | +25.9% |
| 1Y | +26.3% | -19.4% | +45.7% | +30.1% |
| 3Y | +38.0% | +39.7% | -1.7% | +19.5% |
| 5Y | +68.0% | +83.0% | -15.0% | +31.3% |
| 10Y | +437.1% | +933.4% | -496.3% | +167.0% |
| All | +663.1% | +1,081.7% | -418.6% | +230.5% |
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 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