+146.6%
LPLA vs BR
+7.7%
+138.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -3.7% | -6.0% | +2.3% | -1.5% |
| 30D | -6.4% | -0.9% | -5.5% | -6.2% |
| 3M | +20.2% | +16.4% | +3.8% | +13.1% |
| 6M | +12.8% | -8.2% | +21.0% | +15.9% |
| YTD | -2.5% | -23.2% | +20.7% | +7.1% |
| 1Y | +1.9% | -30.9% | +32.9% | +16.8% |
| 3Y | +45.0% | -5.0% | +50.0% | +46.0% |
| 5Y | +146.6% | +8.8% | +137.8% | +123.7% |
| All | +146.6% | +7.7% | +138.9% | +123.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling