+2.1%
LPLA vs AEIS
+81.9%
-79.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.9% | -3.1% | +1.7% |
| 7D | -1.5% | +2.3% | -3.8% | -1.6% |
| 30D | -6.0% | -14.8% | +8.8% | -5.5% |
| 3M | +24.0% | -15.6% | +39.6% | +24.4% |
| 6M | +17.0% | -8.7% | +25.7% | +15.6% |
| YTD | -0.7% | +37.3% | -38.0% | -7.5% |
| 1Y | +2.1% | +80.3% | -78.2% | -5.6% |
| All | +2.1% | +81.9% | -79.8% | -5.6% |
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