-16.5%
LPLA vs AEIS
+6.2%
-22.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -11.1% | +15.8% | +4.6% |
| 7D | +15.7% | -12.7% | +28.4% | +15.8% |
| 30D | -6.2% | -28.8% | +22.7% | -5.5% |
| 3M | -12.0% | -38.0% | +26.0% | -11.0% |
| 6M | -2.7% | -45.3% | +42.6% | -1.0% |
| YTD | -12.5% | +1.1% | -13.7% | -19.6% |
| 1Y | -16.5% | +8.6% | -25.1% | -23.8% |
| All | -16.5% | +6.2% | -22.8% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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