+37.7%
LPLA vs BBAI
+50.6%
-13.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.3% | +6.3% | +1.3% |
| 7D | +3.6% | -8.3% | +11.9% | +4.0% |
| 30D | -6.8% | -2.9% | -3.8% | -6.8% |
| 3M | -17.0% | -28.2% | +11.1% | -15.9% |
| 6M | +1.8% | -44.5% | +46.3% | +4.2% |
| YTD | -13.4% | -57.0% | +43.7% | -10.7% |
| 1Y | -17.5% | -59.4% | +41.9% | -14.9% |
| All | +37.7% | +50.6% | -13.0% | +40.1% |
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