+1,210.9%
LPLA vs BR
+189.7%
+1,021.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.0% |
| 7D | -1.5% | -3.0% | +1.4% | 0.0% |
| 30D | -6.0% | -0.3% | -5.7% | -6.0% |
| 3M | +24.0% | +17.3% | +6.7% | +12.8% |
| 6M | +17.0% | -6.7% | +23.7% | +20.0% |
| YTD | -0.7% | -23.4% | +22.8% | +13.2% |
| 1Y | +2.1% | -32.7% | +34.8% | +25.1% |
| 3Y | +48.7% | -5.9% | +54.6% | +47.4% |
| 5Y | +151.2% | +8.4% | +142.8% | +121.1% |
| All | +1,210.9% | +189.7% | +1,021.2% | +717.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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