+156.8%
NOC vs LPLA
+757.5%
-600.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.0% | +2.7% | +0.1% |
| 7D | +4.5% | -2.8% | +7.3% | +5.0% |
| 30D | +14.1% | -10.2% | +24.2% | +15.6% |
| 3M | -4.5% | -22.3% | +17.8% | -1.1% |
| 6M | -0.8% | -0.5% | -0.3% | -1.3% |
| YTD | -2.5% | -17.9% | +15.3% | -0.5% |
| 1Y | -0.1% | -22.0% | +22.0% | +2.7% |
| 3Y | +24.6% | +29.4% | -4.8% | +14.8% |
| 5Y | +65.6% | +81.2% | -15.6% | +39.5% |
| All | +156.8% | +757.5% | -600.7% | +58.9% |
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