-5.8%
LQD vs LPLA
+142.4%
-148.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.9% |
| 7D | -1.1% | -3.7% | +2.6% | -1.1% |
| 30D | -1.1% | -6.4% | +5.2% | -1.2% |
| 3M | -2.3% | +20.2% | -22.5% | -2.0% |
| 6M | -2.9% | +12.8% | -15.7% | -2.7% |
| YTD | -2.3% | -2.5% | +0.2% | -2.3% |
| 1Y | -2.2% | +1.9% | -4.1% | -2.0% |
| 3Y | +14.0% | +45.0% | -30.9% | +15.4% |
| 5Y | -5.8% | +146.6% | -152.4% | -4.3% |
| All | -5.8% | +142.4% | -148.2% | -4.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling