+71.8%
LMT vs LPLA
+145.5%
-73.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.2% |
| 7D | -1.3% | -1.5% | +0.2% | -1.2% |
| 30D | -12.5% | -6.0% | -6.5% | -12.1% |
| 3M | -0.5% | +21.4% | -21.8% | -1.8% |
| 6M | -20.0% | +12.1% | -32.1% | -20.8% |
| YTD | +10.4% | -1.8% | +12.2% | +10.5% |
| 1Y | +17.7% | +3.2% | +14.5% | +17.2% |
| 3Y | +34.3% | +45.9% | -11.7% | +28.6% |
| 5Y | +71.8% | +144.7% | -72.8% | +53.8% |
| All | +71.8% | +145.5% | -73.7% | +53.8% |
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