+82.5%
NUE vs LPLA
+0.7%
+81.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | +4.2% | -3.1% | +7.3% | +4.7% |
| 30D | -5.0% | -0.1% | -4.9% | -5.0% |
| 3M | -0.2% | +23.2% | -23.4% | -3.0% |
| 6M | +49.1% | +15.5% | +33.6% | +46.5% |
| YTD | +61.0% | +0.9% | +60.1% | +61.4% |
| 1Y | +82.5% | +0.2% | +82.4% | +79.9% |
| All | +82.5% | +0.7% | +81.9% | +79.9% |
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 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