+87.8%
NUE vs LPLA
-16.5%
+104.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.6% | -6.7% | -2.8% |
| 7D | -1.4% | +15.7% | -17.1% | -3.7% |
| 30D | +6.6% | -6.2% | +12.7% | +7.5% |
| 3M | -2.0% | -12.0% | +10.0% | 0.0% |
| 6M | +19.2% | -2.7% | +22.0% | +20.3% |
| YTD | +65.6% | -12.5% | +78.2% | +69.9% |
| 1Y | +87.8% | -16.5% | +104.4% | +98.3% |
| All | +87.8% | -16.5% | +104.3% | +98.3% |
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