+144.9%
LPLA vs BB
-27.1%
+172.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.2% | -4.7% | -2.8% |
| 7D | -2.1% | +0.5% | -2.6% | -2.1% |
| 30D | -3.3% | -12.4% | +9.0% | -1.9% |
| 3M | +23.5% | -15.3% | +38.8% | +24.6% |
| 6M | +12.0% | +128.8% | -116.8% | -3.5% |
| YTD | -1.7% | +107.7% | -109.3% | -14.0% |
| 1Y | +3.2% | +103.9% | -100.7% | -9.9% |
| 3Y | +46.2% | +72.6% | -26.4% | +27.2% |
| 5Y | +144.9% | -24.3% | +169.2% | +155.6% |
| All | +144.9% | -27.1% | +172.0% | +155.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling