+300.1%
LULU vs LPLA
+1,263.8%
-963.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.2% | -2.7% |
| 7D | -20.4% | -3.7% | -16.8% | -19.6% |
| 30D | -22.9% | -6.4% | -16.5% | -21.4% |
| 3M | -18.5% | +20.2% | -38.7% | -22.9% |
| 6M | -41.8% | +12.8% | -54.6% | -44.2% |
| YTD | -53.4% | -2.5% | -50.9% | -53.5% |
| 1Y | -40.9% | +1.9% | -42.8% | -42.1% |
| 3Y | -75.6% | +45.0% | -120.5% | -78.8% |
| 5Y | -77.2% | +146.6% | -223.8% | -83.5% |
| 10Y | +49.5% | +1,213.6% | -1,164.1% | -32.0% |
| All | +300.1% | +1,263.8% | -963.8% | +54.6% |
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