+29.4%
NDAQ vs LPLA
-16.5%
+45.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.6% | -2.1% | +1.5% |
| 7D | +3.9% | +15.7% | -11.8% | +0.5% |
| 30D | +19.0% | -6.2% | +25.2% | +20.5% |
| 3M | +17.6% | -12.0% | +29.6% | +21.2% |
| 6M | +21.0% | -2.7% | +23.7% | +20.1% |
| YTD | +14.1% | -12.5% | +26.6% | +16.7% |
| 1Y | +29.4% | -16.5% | +46.0% | +33.6% |
| All | +29.4% | -16.5% | +45.9% | +33.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling