+28.6%
MCO vs LPLA
+142.9%
-114.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.4% |
| 7D | -7.3% | -3.7% | -3.7% | -6.6% |
| 30D | -1.7% | -6.4% | +4.7% | -0.3% |
| 3M | +3.9% | +20.2% | -16.3% | -0.3% |
| 6M | +3.8% | +12.8% | -9.0% | +0.7% |
| YTD | -7.9% | -2.5% | -5.4% | -8.0% |
| 1Y | -6.8% | +1.9% | -8.8% | -8.2% |
| 3Y | +40.9% | +45.0% | -4.0% | +28.8% |
| All | +28.6% | +142.9% | -114.3% | -4.0% |
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