+1,134.0%
MPC vs LPLA
+1,194.2%
-60.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.5% | +4.8% | +3.5% |
| 7D | +3.9% | -2.1% | +5.9% | +4.9% |
| 30D | +33.8% | -3.3% | +37.1% | +35.9% |
| 3M | +49.9% | +23.5% | +26.3% | +33.4% |
| 6M | +80.9% | +12.0% | +68.9% | +66.9% |
| YTD | +147.4% | -1.7% | +149.1% | +141.8% |
| 1Y | +123.2% | +3.2% | +120.0% | +110.4% |
| 3Y | +171.7% | +46.2% | +125.5% | +99.3% |
| 5Y | +678.6% | +144.9% | +533.7% | +284.8% |
| 10Y | +1,134.0% | +1,195.1% | -61.0% | +184.0% |
| All | +1,134.0% | +1,194.2% | -60.2% | +184.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling