-3.4%
M vs LPLA
+1,194.2%
-1,197.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.5% | -0.1% | -1.2% |
| 7D | +2.4% | -2.1% | +4.4% | +3.5% |
| 30D | -11.6% | -3.3% | -8.3% | -10.2% |
| 3M | +1.6% | +23.5% | -21.9% | -10.6% |
| 6M | +25.2% | +12.0% | +13.2% | +15.0% |
| YTD | +3.8% | -1.7% | +5.4% | +1.4% |
| 1Y | +36.3% | +3.2% | +33.1% | +28.0% |
| 3Y | +116.3% | +46.2% | +70.1% | +54.0% |
| 5Y | +28.2% | +144.9% | -116.7% | -37.8% |
| 10Y | -3.4% | +1,195.1% | -1,198.5% | -78.6% |
| All | -3.4% | +1,194.2% | -1,197.6% | -78.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling