-76.7%
LULU vs LPLA
+147.5%
-224.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.9% | +0.3% | +1.6% |
| 7D | -1.6% | -1.5% | -0.1% | -1.2% |
| 30D | -18.1% | -6.0% | -12.1% | -16.6% |
| 3M | -18.8% | +24.0% | -42.8% | -24.1% |
| 6M | -39.2% | +17.0% | -56.2% | -42.4% |
| YTD | -52.4% | -0.7% | -51.7% | -52.7% |
| 1Y | -40.3% | +2.1% | -42.4% | -41.5% |
| 3Y | -75.1% | +48.7% | -123.8% | -78.8% |
| All | -76.7% | +147.5% | -224.2% | -85.2% |
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 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