+1,186.7%
LPLA vs AEE
+191.3%
+995.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.6% | -0.4% |
| 7D | -3.7% | -0.7% | -3.0% | -3.5% |
| 30D | -6.4% | -2.0% | -4.4% | -6.0% |
| 3M | +20.2% | -2.8% | +23.0% | +20.7% |
| 6M | +12.8% | -3.6% | +16.4% | +13.3% |
| YTD | -2.5% | +7.3% | -9.8% | -4.9% |
| 1Y | +1.9% | +8.7% | -6.8% | -1.0% |
| 3Y | +45.0% | +46.0% | -1.0% | +29.2% |
| 5Y | +146.6% | +39.8% | +106.8% | +119.8% |
| All | +1,186.7% | +191.3% | +995.4% | +1,195.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling