+8,105.0%
LRCX vs LPLA
+1,275.5%
+6,829.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.5% | +6.7% | +5.2% |
| 7D | +10.4% | -2.1% | +12.5% | +11.3% |
| 30D | +2.9% | -3.3% | +6.3% | +4.2% |
| 3M | -1.2% | +23.5% | -24.7% | -10.2% |
| 6M | +60.9% | +12.0% | +48.9% | +51.0% |
| YTD | +87.5% | -1.7% | +89.2% | +84.3% |
| 1Y | +206.6% | +3.2% | +203.4% | +193.6% |
| 3Y | +392.1% | +46.2% | +345.9% | +299.7% |
| 5Y | +478.4% | +144.9% | +333.5% | +267.7% |
| 10Y | +3,821.0% | +1,195.1% | +2,625.9% | +1,284.8% |
| All | +8,105.0% | +1,275.5% | +6,829.6% | +2,440.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling