+180.6%
MPC vs LPLA
+54.7%
+126.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +5.4% | -3.1% | +8.5% | +6.2% |
| 30D | +31.0% | -0.1% | +31.1% | +31.0% |
| 3M | +46.0% | +23.2% | +22.8% | +38.3% |
| 6M | +77.3% | +15.5% | +61.8% | +69.8% |
| YTD | +141.9% | +0.9% | +141.0% | +139.7% |
| 1Y | +120.9% | +0.2% | +120.8% | +118.5% |
| All | +180.6% | +54.7% | +126.0% | +140.6% |
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