+81.2%
LPLA vs AEIS
+145.4%
-64.2%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -2.8% |
| 7D | -2.8% | +23.2% | -26.0% | -6.7% |
| 30D | -10.2% | -17.0% | +6.8% | -7.7% |
| 3M | -22.3% | -32.2% | +9.9% | -17.2% |
| 6M | -0.5% | -32.6% | +32.1% | +4.0% |
| YTD | -17.9% | +9.4% | -27.2% | -27.5% |
| 1Y | -22.0% | +7.7% | -29.7% | -30.9% |
| 3Y | +29.4% | +157.9% | -128.5% | -18.7% |
| 5Y | +81.2% | +154.8% | -73.5% | +8.4% |
| All | +81.2% | +145.4% | -64.2% | +8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling