+1,135.3%
MPC vs LPLA
+797.0%
+338.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.2% | +5.6% | +4.5% |
| 7D | +2.6% | -3.2% | +5.8% | +4.2% |
| 30D | -12.2% | -8.6% | -3.6% | -9.6% |
| 3M | +20.1% | -18.7% | +38.7% | +30.4% |
| 6M | +60.6% | +4.5% | +56.1% | +51.8% |
| YTD | +150.6% | -15.3% | +165.9% | +158.8% |
| 1Y | +104.7% | -19.9% | +124.5% | +117.3% |
| 3Y | +194.5% | +33.4% | +161.1% | +120.6% |
| 5Y | +582.3% | +87.4% | +494.9% | +282.6% |
| 10Y | +1,135.3% | +800.4% | +334.8% | +240.1% |
| All | +1,135.3% | +797.0% | +338.2% | +240.1% |
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