+280.4%
MRVL vs LPLA
+143.6%
+136.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.5% | +3.4% | +2.1% |
| 7D | +7.1% | -2.1% | +9.2% | +8.2% |
| 30D | +3.1% | -3.3% | +6.4% | +4.1% |
| 3M | -21.9% | +23.5% | -45.5% | -31.5% |
| 6M | +151.8% | +12.0% | +139.8% | +130.7% |
| YTD | +165.6% | -1.7% | +167.3% | +158.5% |
| 1Y | +242.3% | +3.2% | +239.0% | +222.7% |
| 3Y | +308.2% | +46.2% | +262.0% | +222.7% |
| 5Y | +280.4% | +144.9% | +135.5% | +114.7% |
| All | +280.4% | +143.6% | +136.7% | +114.7% |
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 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