+34.6%
LPLA vs ALLY
+65.2%
-30.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.6% | -3.8% | -2.8% |
| 7D | -3.2% | -2.8% | -0.4% | -2.2% |
| 30D | -8.6% | +1.9% | -10.5% | -9.3% |
| 3M | -18.7% | -12.1% | -6.6% | -15.0% |
| 6M | +4.5% | -9.0% | +13.5% | +7.5% |
| YTD | -15.3% | -12.9% | -2.4% | -11.8% |
| 1Y | -19.9% | -0.1% | -19.8% | -20.2% |
| All | +34.6% | +65.2% | -30.6% | +40.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling