+29.9%
MCHP vs LPLA
-16.5%
+46.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.6% | -7.9% | -3.6% |
| 7D | -5.4% | +15.7% | -21.1% | -6.6% |
| 30D | -7.5% | -6.2% | -1.4% | -7.0% |
| 3M | -6.0% | -12.0% | +6.0% | -5.3% |
| 6M | -20.1% | -2.7% | -17.3% | -19.7% |
| YTD | +20.2% | -12.5% | +32.8% | +16.9% |
| 1Y | +29.9% | -16.5% | +46.5% | +32.9% |
| All | +29.9% | -16.5% | +46.4% | +32.9% |
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