-16.5%
LPLA vs ADVB
-76.7%
+60.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -4.5% | +9.2% | +4.7% |
| 7D | +15.7% | -29.5% | +45.2% | +16.2% |
| 30D | -6.2% | -66.9% | +60.7% | -4.8% |
| 3M | -12.0% | -73.7% | +61.7% | -10.6% |
| 6M | -2.7% | -64.8% | +62.0% | -5.1% |
| YTD | -12.5% | -64.0% | +51.5% | -14.6% |
| 1Y | -16.5% | -77.0% | +60.4% | -14.4% |
| All | -16.5% | -76.7% | +60.1% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 1y: compounded portfolio wealth divided by compounded ADVB 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…
1y analysis · Full analysis span regression · 6 months rolling