+46.2%
LPLA vs BBAI
+79.7%
-33.5%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | -2.1% | -1.0% | -1.1% | -2.0% |
| 30D | -3.3% | -10.7% | +7.4% | -2.8% |
| 3M | +23.5% | -32.3% | +55.8% | +25.7% |
| 6M | +12.0% | -31.3% | +43.3% | +13.4% |
| YTD | -1.7% | -45.9% | +44.3% | +0.5% |
| 1Y | +3.2% | -40.0% | +43.3% | +4.5% |
| 3Y | +46.2% | +72.8% | -26.6% | +38.1% |
| All | +46.2% | +79.7% | -33.5% | +38.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling