+1,350.8%
LPLA vs AEIS
+2,307.1%
-956.3%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -1.0% |
| 7D | -3.1% | +3.0% | -6.0% | -3.9% |
| 30D | -0.1% | -14.6% | +14.6% | +3.9% |
| 3M | +23.2% | -12.4% | +35.7% | +24.0% |
| 6M | +15.5% | -15.0% | +30.5% | +15.1% |
| YTD | +0.9% | +34.3% | -33.4% | -13.6% |
| 1Y | +0.2% | +87.4% | -87.2% | -23.8% |
| 3Y | +55.2% | +139.8% | -84.6% | +4.7% |
| 5Y | +145.4% | +220.7% | -75.3% | +46.5% |
| 10Y | +1,229.7% | +531.6% | +698.1% | +499.7% |
| All | +1,350.8% | +2,307.1% | -956.3% | +358.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling