+191.2%
MPC vs LPLA
+33.3%
+157.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.2% | +5.6% | +3.9% |
| 7D | +2.6% | -3.2% | +5.8% | +3.3% |
| 30D | -12.2% | -8.6% | -3.6% | -10.8% |
| 3M | +20.1% | -18.7% | +38.7% | +25.1% |
| 6M | +60.6% | +4.5% | +56.1% | +56.6% |
| YTD | +150.6% | -15.3% | +165.9% | +156.9% |
| 1Y | +104.7% | -19.9% | +124.5% | +113.2% |
| All | +191.2% | +33.3% | +157.9% | +155.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling