-30.3%
LULU vs LPLA
-16.5%
-13.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +4.6% | +0.1% | +4.0% |
| 7D | +6.5% | +15.7% | -9.2% | +4.0% |
| 30D | +20.3% | -6.2% | +26.5% | +21.1% |
| 3M | -8.9% | -12.0% | +3.1% | -7.2% |
| 6M | -13.1% | -2.7% | -10.4% | -12.1% |
| YTD | -46.1% | -12.5% | -33.5% | -43.8% |
| 1Y | -30.3% | -16.5% | -13.7% | -26.8% |
| All | -30.3% | -16.5% | -13.8% | -26.8% |
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