+1,311.5%
LPLA vs MKTX
+934.4%
+377.0%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.2% |
| 7D | -1.5% | +0.3% | -1.8% | -1.6% |
| 30D | -6.0% | +1.0% | -6.9% | -6.2% |
| 3M | +21.4% | +40.8% | -19.4% | +11.9% |
| 6M | +12.1% | -10.9% | +23.0% | +13.7% |
| YTD | -1.8% | -8.6% | +6.7% | -1.2% |
| 1Y | +3.2% | -11.6% | +14.8% | +4.4% |
| 3Y | +45.9% | -24.5% | +70.5% | +47.2% |
| 5Y | +144.7% | -60.7% | +205.4% | +185.8% |
| 10Y | +1,222.4% | +5.1% | +1,217.3% | +947.9% |
| All | +1,311.5% | +934.4% | +377.0% | +491.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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