+475.8%
NDAQ vs LPLA
+824.7%
-349.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +1.1% |
| 7D | +2.9% | +3.6% | -0.8% | +1.9% |
| 30D | +17.5% | -6.8% | +24.2% | +19.1% |
| 3M | +15.4% | -17.0% | +32.5% | +20.5% |
| 6M | +24.6% | +1.8% | +22.8% | +22.8% |
| YTD | +14.4% | -13.4% | +27.8% | +17.0% |
| 1Y | +26.9% | -17.5% | +44.4% | +31.4% |
| 3Y | +119.8% | +36.5% | +83.4% | +94.0% |
| 5Y | +70.5% | +92.6% | -22.2% | +32.4% |
| 10Y | +475.8% | +809.2% | -333.4% | +197.8% |
| All | +475.8% | +824.7% | -349.0% | +197.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling