-16.5%
LPLA vs AEE
+13.9%
-30.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.5% | +2.2% | +5.0% |
| 7D | +15.7% | +4.7% | +11.0% | +16.6% |
| 30D | -6.2% | +13.4% | -19.6% | -3.2% |
| 3M | -12.0% | +4.1% | -16.1% | -11.7% |
| 6M | -2.7% | +2.0% | -4.8% | -3.1% |
| YTD | -12.5% | +15.6% | -28.2% | -11.1% |
| 1Y | -16.5% | +14.1% | -30.6% | -14.8% |
| All | -16.5% | +13.9% | -30.4% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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