+145.6%
LPLA vs BBAI
-71.8%
+217.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.7% |
| 7D | -3.7% | -5.4% | +1.7% | -3.5% |
| 30D | -6.4% | -15.3% | +8.9% | -6.0% |
| 3M | +20.2% | -29.9% | +50.0% | +21.1% |
| 6M | +12.8% | -30.7% | +43.6% | +13.5% |
| YTD | -2.5% | -47.8% | +45.3% | -1.4% |
| 1Y | +1.9% | -40.4% | +42.3% | +2.6% |
| 3Y | +45.0% | +66.9% | -21.9% | +40.4% |
| 5Y | +146.6% | -71.4% | +218.0% | +141.6% |
| All | +145.6% | -71.8% | +217.4% | +143.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 10y: compounded portfolio wealth divided by compounded BBAI 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…
10y analysis · Full analysis span regression · 6 months rolling