+1,082.0%
LPLA vs BIIB
+292.1%
+789.8%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.1% |
| 7D | -0.9% | +2.0% | -3.0% | -1.3% |
| 30D | -9.5% | +8.8% | -18.3% | -10.7% |
| 3M | -21.9% | +20.3% | -42.2% | -24.2% |
| 6M | -2.6% | +23.9% | -26.5% | -6.4% |
| YTD | -17.8% | +44.0% | -61.8% | -23.3% |
| 1Y | -21.2% | +53.8% | -75.0% | -27.3% |
| 3Y | +30.6% | +13.8% | +16.8% | +25.0% |
| 5Y | +81.3% | -6.3% | +87.6% | +76.1% |
| 10Y | +773.9% | -20.6% | +794.6% | +687.3% |
| All | +1,082.0% | +292.1% | +789.8% | +524.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling