+738.1%
LPLA vs BBWI
-47.4%
+785.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.3% |
| 7D | -0.9% | +0.1% | -1.1% | -1.0% |
| 30D | -9.5% | +12.9% | -22.4% | -12.1% |
| 3M | -21.9% | +16.0% | -37.9% | -25.1% |
| 6M | -2.6% | +16.6% | -19.2% | -8.1% |
| YTD | -17.8% | +9.7% | -27.5% | -22.3% |
| 1Y | -21.2% | +1.5% | -22.7% | -24.9% |
| 3Y | +30.6% | -21.4% | +52.0% | +25.1% |
| 5Y | +81.3% | -67.6% | +148.9% | +112.0% |
| All | +738.1% | -47.4% | +785.6% | +523.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling