+154.1%
LPLA vs BBAI
-70.8%
+224.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | -0.3% |
| 7D | -3.1% | -4.3% | +1.2% | -3.0% |
| 30D | -0.1% | -3.6% | +3.5% | 0.0% |
| 3M | +23.2% | -38.8% | +62.0% | +24.5% |
| 6M | +15.5% | -23.8% | +39.3% | +16.0% |
| YTD | +0.9% | -45.9% | +46.8% | +2.0% |
| 1Y | +0.2% | -40.8% | +40.9% | +0.8% |
| 3Y | +55.2% | +69.8% | -14.5% | +50.3% |
| 5Y | +145.4% | -70.3% | +215.8% | +140.3% |
| All | +154.1% | -70.8% | +224.9% | +151.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling