+1,350.8%
LPLA vs EFV
+207.4%
+1,143.3%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | -3.1% | +1.5% | -4.6% | -4.4% |
| 30D | -0.1% | +1.7% | -1.8% | -1.8% |
| 3M | +23.2% | +8.6% | +14.6% | +13.4% |
| 6M | +15.5% | +11.7% | +3.9% | +3.0% |
| YTD | +0.9% | +19.3% | -18.4% | -15.9% |
| 1Y | +0.2% | +30.2% | -30.0% | -23.5% |
| 3Y | +55.2% | +91.6% | -36.4% | -20.7% |
| 5Y | +145.4% | +96.4% | +49.0% | +23.3% |
| 10Y | +1,229.7% | +166.5% | +1,063.2% | +423.6% |
| All | +1,350.8% | +207.4% | +1,143.3% | +418.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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