+99.8%
MNST vs LPLA
+80.3%
+19.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +1.9% |
| 7D | +1.6% | -0.9% | +2.6% | +1.7% |
| 30D | +5.1% | -9.5% | +14.6% | +6.0% |
| 3M | -0.5% | -21.9% | +21.4% | +1.9% |
| 6M | +8.1% | -2.6% | +10.8% | +8.0% |
| YTD | +21.2% | -17.8% | +39.0% | +22.8% |
| 1Y | +30.7% | -21.2% | +51.9% | +33.1% |
| 3Y | +67.3% | +30.6% | +36.7% | +55.4% |
| All | +99.8% | +80.3% | +19.5% | +58.8% |
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 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