+361.5%
LLY vs LPLA
+143.6%
+217.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.5% | +0.3% | -2.0% |
| 7D | -3.1% | -2.1% | -1.0% | -2.9% |
| 30D | -5.1% | -3.3% | -1.7% | -4.8% |
| 3M | -2.1% | +23.5% | -25.6% | -4.0% |
| 6M | +13.8% | +12.0% | +1.8% | +12.5% |
| YTD | +5.1% | -1.7% | +6.8% | +5.3% |
| 1Y | +53.1% | +3.2% | +49.9% | +52.2% |
| 3Y | +95.6% | +46.2% | +49.4% | +85.6% |
| 5Y | +361.5% | +144.9% | +216.6% | +291.7% |
| All | +361.5% | +143.6% | +217.9% | +291.7% |
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