+33.3%
MELI vs LPLA
+46.5%
-13.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.3% | -0.8% |
| 7D | -4.1% | -1.5% | -2.5% | -3.8% |
| 30D | +3.8% | -6.0% | +9.8% | +5.0% |
| 3M | +17.8% | +24.0% | -6.2% | +12.4% |
| 6M | +7.4% | +17.0% | -9.6% | +3.6% |
| YTD | -5.8% | -0.7% | -5.1% | -6.4% |
| 1Y | -18.9% | +2.1% | -21.0% | -20.0% |
| 3Y | +33.3% | +48.7% | -15.3% | +30.4% |
| All | +33.3% | +46.5% | -13.2% | +30.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling