+101.3%
MNST vs LPLA
+78.4%
+22.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.8% | -2.6% | -4.2% |
| 7D | -3.4% | +4.1% | -7.6% | -3.8% |
| 30D | +6.6% | -9.0% | +15.6% | +7.5% |
| 3M | -2.9% | -17.6% | +14.7% | -1.2% |
| 6M | +18.4% | -8.8% | +27.3% | +19.1% |
| YTD | +19.3% | -17.0% | +36.3% | +20.8% |
| 1Y | +37.9% | -20.4% | +58.3% | +40.3% |
| 3Y | +62.9% | +35.4% | +27.5% | +50.4% |
| All | +101.3% | +78.4% | +22.9% | +60.3% |
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