+1,314.0%
LPLA vs ITUB
+110.8%
+1,203.1%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.0% | -4.5% | -3.1% |
| 7D | -2.1% | +8.2% | -10.3% | -4.5% |
| 30D | -3.3% | +4.7% | -8.0% | -4.9% |
| 3M | +23.5% | +13.0% | +10.5% | +18.6% |
| 6M | +12.0% | +4.2% | +7.8% | +9.7% |
| YTD | -1.7% | +18.6% | -20.2% | -7.7% |
| 1Y | +3.2% | +31.3% | -28.0% | -6.4% |
| 3Y | +46.2% | +124.9% | -78.7% | +9.4% |
| 5Y | +144.9% | +195.6% | -50.7% | +63.9% |
| 10Y | +1,195.1% | +196.4% | +998.7% | +716.6% |
| All | +1,314.0% | +110.8% | +1,203.1% | +738.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling