-16.5%
LPLA vs BBWI
+2.4%
-18.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.1% | +0.5% | +4.2% |
| 7D | +15.7% | +8.8% | +6.9% | +14.8% |
| 30D | -6.2% | +34.8% | -41.0% | -8.6% |
| 3M | -12.0% | +12.9% | -24.9% | -13.3% |
| 6M | -2.7% | +29.6% | -32.3% | -5.9% |
| YTD | -12.5% | +20.8% | -33.3% | -14.6% |
| 1Y | -16.5% | +4.1% | -20.6% | -17.3% |
| All | -16.5% | +2.4% | -18.9% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling