+1,082.0%
LPLA vs AEIS
+1,782.5%
-700.5%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.0% | +4.0% | +1.1% |
| 7D | -0.9% | +11.5% | -12.4% | -4.0% |
| 30D | -9.5% | -15.8% | +6.3% | -6.8% |
| 3M | -21.9% | -33.3% | +11.5% | -14.9% |
| 6M | -2.6% | -35.2% | +32.6% | +3.8% |
| YTD | -17.8% | +5.0% | -22.8% | -26.4% |
| 1Y | -21.2% | +8.5% | -29.6% | -30.2% |
| 3Y | +30.6% | +152.9% | -122.3% | -16.0% |
| 5Y | +81.3% | +144.6% | -63.3% | +14.3% |
| 10Y | +773.9% | +337.1% | +436.8% | +323.9% |
| All | +1,082.0% | +1,782.5% | -700.5% | +290.5% |
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