+1,795.1%
NDAQ vs LPLA
+1,084.6%
+710.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.3% |
| 7D | 0.0% | -3.2% | +3.1% | +0.8% |
| 30D | +16.3% | -8.6% | +25.0% | +18.4% |
| 3M | +15.8% | -18.7% | +34.5% | +21.2% |
| 6M | +24.8% | +4.5% | +20.3% | +22.3% |
| YTD | +14.1% | -15.3% | +29.4% | +17.2% |
| 1Y | +26.5% | -19.9% | +46.4% | +31.8% |
| 3Y | +119.1% | +33.4% | +85.7% | +96.0% |
| 5Y | +70.9% | +87.4% | -16.5% | +36.2% |
| 10Y | +479.7% | +800.4% | -320.7% | +193.3% |
| All | +1,795.1% | +1,084.6% | +710.5% | +660.5% |
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