-19.9%
LPLA vs ALLY
+0.1%
-20.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.6% | -3.8% | -3.0% |
| 7D | -3.2% | -2.8% | -0.4% | -1.9% |
| 30D | -8.6% | +1.9% | -10.5% | -9.5% |
| 3M | -18.7% | -12.1% | -6.6% | -14.0% |
| 6M | +4.5% | -9.0% | +13.5% | +7.8% |
| YTD | -15.3% | -12.9% | -2.4% | -10.6% |
| 1Y | -19.9% | -0.1% | -19.8% | -21.7% |
| All | -19.9% | +0.1% | -20.0% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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