+113.3%
LPLA vs BBAI
-77.0%
+190.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.4% | -2.2% |
| 7D | -3.2% | -10.2% | +7.0% | -2.9% |
| 30D | -8.6% | 0.0% | -8.6% | -8.7% |
| 3M | -18.7% | -30.9% | +12.3% | -18.0% |
| 6M | +4.5% | -46.8% | +51.3% | +5.8% |
| YTD | -15.3% | -57.4% | +42.1% | -14.0% |
| 1Y | -19.9% | -62.0% | +42.2% | -18.5% |
| 3Y | +33.4% | +47.4% | -14.0% | +29.7% |
| 5Y | +87.4% | -77.0% | +164.4% | +83.6% |
| All | +113.3% | -77.0% | +190.3% | +112.3% |
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