+144.7%
LPLA vs BIIB
-34.6%
+179.2%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.7% | -0.1% |
| 7D | -1.5% | -5.4% | +3.8% | -0.8% |
| 30D | -6.0% | +1.7% | -7.7% | -6.2% |
| 3M | +21.4% | +5.8% | +15.5% | +20.0% |
| 6M | +12.1% | +11.9% | +0.1% | +9.7% |
| YTD | -1.8% | +19.7% | -21.6% | -5.1% |
| 1Y | +3.2% | +46.7% | -43.5% | -3.5% |
| 3Y | +45.9% | -18.6% | +64.6% | +48.5% |
| 5Y | +144.7% | -29.8% | +174.4% | +158.8% |
| All | +144.7% | -34.6% | +179.2% | +158.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 5y: compounded portfolio wealth divided by compounded BIIB 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…
5y analysis · Full analysis span regression · 6 months rolling