+1,350.8%
LPLA vs AEE
+527.3%
+823.5%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -3.1% | +0.3% | -3.4% | -3.1% |
| 30D | -0.1% | -2.3% | +2.2% | +0.4% |
| 3M | +23.2% | +0.2% | +23.0% | +22.8% |
| 6M | +15.5% | -4.7% | +20.3% | +16.4% |
| YTD | +0.9% | +8.1% | -7.2% | -1.9% |
| 1Y | +0.2% | +8.5% | -8.4% | -2.8% |
| 3Y | +55.2% | +48.9% | +6.3% | +36.9% |
| 5Y | +145.4% | +39.9% | +105.5% | +117.7% |
| 10Y | +1,229.7% | +186.5% | +1,043.1% | +880.4% |
| All | +1,350.8% | +527.3% | +823.5% | +606.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling