+1,093.1%
LPLA vs ALK
+226.3%
+866.8%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -2.0% |
| 7D | +4.1% | +9.0% | -4.9% | +0.7% |
| 30D | -9.0% | -1.6% | -7.4% | -8.7% |
| 3M | -17.6% | -23.2% | +5.5% | -9.6% |
| 6M | -8.8% | -3.9% | -5.0% | -10.3% |
| YTD | -17.0% | -22.6% | +5.6% | -12.8% |
| 1Y | -20.4% | -5.3% | -15.1% | -23.3% |
| 3Y | +35.4% | +18.6% | +16.8% | +9.8% |
| 5Y | +79.7% | -34.4% | +114.1% | +83.7% |
| 10Y | +915.0% | -40.8% | +955.7% | +832.8% |
| All | +1,093.1% | +226.3% | +866.8% | +504.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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