-9.9%
LPLA vs ADVB
-97.1%
+87.2%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +10.0% | -12.2% | -2.3% |
| 7D | -3.2% | +10.5% | -13.6% | -3.3% |
| 30D | -8.6% | -56.0% | +47.4% | -7.8% |
| 3M | -18.7% | -70.1% | +51.5% | -17.7% |
| 6M | +4.5% | -53.7% | +58.2% | +2.6% |
| YTD | -15.3% | -60.3% | +45.0% | -16.8% |
| 1Y | -19.9% | -73.1% | +53.3% | -20.9% |
| All | -9.9% | -97.1% | +87.2% | +3.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling