+22.2%
LQD vs LPLA
+1,251.7%
-1,229.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.1% |
| 7D | -1.1% | -1.5% | +0.4% | -1.1% |
| 30D | -1.3% | -6.0% | +4.7% | -1.2% |
| 3M | -3.2% | +24.0% | -27.2% | -3.4% |
| 6M | -2.1% | +17.0% | -19.1% | -2.3% |
| YTD | -2.4% | -0.7% | -1.7% | -2.4% |
| 1Y | -2.7% | +2.1% | -4.8% | -2.7% |
| 3Y | +14.2% | +48.7% | -34.5% | +13.6% |
| 5Y | -5.8% | +151.2% | -157.0% | -7.6% |
| All | +22.2% | +1,251.7% | -1,229.5% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 10y: compounded portfolio wealth divided by compounded LPLA 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…
10y analysis · Full analysis span regression · 6 months rolling