+30.6%
LPLA vs BR
+14.9%
+15.7%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.1% |
| 7D | -0.9% | +1.1% | -2.0% | -1.3% |
| 30D | -9.5% | +14.4% | -23.9% | -13.5% |
| 3M | -21.9% | +12.4% | -34.3% | -25.0% |
| 6M | -2.6% | +35.4% | -38.1% | -12.8% |
| YTD | -17.8% | -12.2% | -5.6% | -13.0% |
| 1Y | -21.2% | -12.7% | -8.4% | -16.4% |
| 3Y | +30.6% | +14.3% | +16.4% | +24.7% |
| All | +30.6% | +14.9% | +15.7% | +24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling