+75.7%
LSCC vs LPLA
+0.7%
+75.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.0% |
| 7D | +1.3% | -3.1% | +4.4% | +1.3% |
| 30D | -9.7% | -0.1% | -9.6% | -9.6% |
| 3M | -23.7% | +23.2% | -46.9% | -24.3% |
| 6M | +26.5% | +15.5% | +10.9% | +26.0% |
| YTD | +57.5% | +0.9% | +56.6% | +56.8% |
| 1Y | +75.7% | +0.2% | +75.5% | +76.3% |
| All | +75.7% | +0.7% | +75.0% | +76.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling