+1,133.4%
LPLA vs BBWI
+76.3%
+1,057.1%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.9% | +1.5% | +2.9% |
| 7D | +2.3% | -6.2% | +8.5% | +4.0% |
| 30D | -7.7% | +25.5% | -33.2% | -13.0% |
| 3M | -15.7% | +8.0% | -23.7% | -18.0% |
| 6M | +0.8% | +12.7% | -11.8% | -4.3% |
| YTD | -14.2% | +11.6% | -25.9% | -19.6% |
| 1Y | -17.9% | -0.9% | -17.0% | -21.6% |
| 3Y | +36.1% | -22.7% | +58.8% | +30.6% |
| 5Y | +90.3% | -67.2% | +157.5% | +122.7% |
| 10Y | +841.0% | -43.7% | +884.7% | +643.4% |
| All | +1,133.4% | +76.3% | +1,057.1% | +538.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling