+1.9%
LPLA vs BB
+101.1%
-99.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | -0.6% |
| 7D | -3.7% | -2.1% | -1.6% | -3.6% |
| 30D | -6.4% | -16.0% | +9.7% | -6.0% |
| 3M | +20.2% | -14.5% | +34.7% | +19.6% |
| 6M | +12.8% | +118.6% | -105.7% | -0.9% |
| YTD | -2.5% | +98.9% | -101.4% | -13.2% |
| 1Y | +1.9% | +99.5% | -97.5% | -8.6% |
| All | +1.9% | +101.1% | -99.1% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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