+601.0%
MPC vs LPLA
+80.3%
+520.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.4% | +0.4% |
| 7D | +11.2% | -0.9% | +12.2% | +11.5% |
| 30D | -14.5% | -9.5% | -5.0% | -12.6% |
| 3M | +16.7% | -21.9% | +38.5% | +24.4% |
| 6M | +67.6% | -2.6% | +70.2% | +65.7% |
| YTD | +157.9% | -17.8% | +175.7% | +167.1% |
| 1Y | +116.7% | -21.2% | +137.8% | +127.5% |
| 3Y | +199.8% | +30.6% | +169.1% | +152.0% |
| All | +601.0% | +80.3% | +520.7% | +390.8% |
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