-16.5%
LPLA vs ITUB
+9.0%
-25.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.3% | +1.4% | +4.1% |
| 7D | +15.7% | -1.6% | +17.3% | +16.0% |
| 30D | -6.2% | -26.6% | +20.4% | -2.0% |
| 3M | -12.0% | -11.1% | -0.9% | -11.4% |
| 6M | -2.7% | -13.1% | +10.3% | -1.5% |
| YTD | -12.5% | +3.9% | -16.4% | -15.1% |
| 1Y | -16.5% | +9.8% | -26.3% | -21.5% |
| All | -16.5% | +9.0% | -25.5% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 1y: compounded portfolio wealth divided by compounded ITUB 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…
1y analysis · Full analysis span regression · 6 months rolling