+3,017.1%
MELI vs LPLA
+1,273.0%
+1,744.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.4% | -2.5% |
| 7D | -6.5% | -1.5% | -4.9% | -6.0% |
| 30D | +2.8% | -6.0% | +8.8% | +4.9% |
| 3M | +14.3% | +21.4% | -7.0% | +5.9% |
| 6M | +6.0% | +12.1% | -6.0% | +0.6% |
| YTD | -6.8% | -1.8% | -5.0% | -7.8% |
| 1Y | -20.9% | +3.2% | -24.1% | -23.6% |
| 3Y | +31.4% | +45.9% | -14.6% | +7.1% |
| 5Y | -0.4% | +144.7% | -145.0% | -33.6% |
| 10Y | +951.2% | +1,222.4% | -271.3% | +285.7% |
| All | +3,017.1% | +1,273.0% | +1,744.1% | +899.2% |
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