+3,005.7%
MPC vs LPLA
+1,056.9%
+1,948.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.4% | -0.5% | -2.4% |
| 7D | -12.8% | +7.6% | -20.4% | -15.8% |
| 30D | -12.7% | -9.5% | -3.3% | -10.1% |
| 3M | +27.1% | -16.3% | +43.4% | +35.1% |
| 6M | +45.8% | -8.0% | +53.8% | +47.0% |
| YTD | +134.7% | -15.5% | +150.2% | +142.1% |
| 1Y | +106.0% | -19.4% | +125.4% | +116.9% |
| 3Y | +165.5% | +39.7% | +125.8% | +105.0% |
| 5Y | +540.9% | +83.0% | +457.9% | +311.2% |
| 10Y | +1,133.6% | +933.4% | +200.2% | +288.7% |
| All | +3,005.7% | +1,056.9% | +1,948.8% | +800.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling