+374.2%
MDLZ vs LPLA
+1,111.7%
-737.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | 0.0% |
| 7D | +2.2% | +3.6% | -1.5% | +1.7% |
| 30D | +10.1% | -6.8% | +16.9% | +10.9% |
| 3M | +9.1% | -17.0% | +26.1% | +11.3% |
| 6M | +10.0% | +1.8% | +8.1% | +9.1% |
| YTD | +26.8% | -13.4% | +40.2% | +27.9% |
| 1Y | +22.5% | -17.5% | +40.0% | +24.3% |
| 3Y | +5.3% | +36.5% | -31.2% | -3.1% |
| 5Y | +21.4% | +92.6% | -71.2% | +2.6% |
| 10Y | +102.0% | +809.2% | -707.2% | +25.7% |
| All | +374.2% | +1,111.7% | -737.4% | +168.8% |
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