+145.1%
NUE vs LPLA
+142.4%
+2.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.3% | -0.7% |
| 7D | -2.7% | -3.7% | +1.0% | -1.4% |
| 30D | -6.1% | -6.4% | +0.3% | -3.9% |
| 3M | +2.2% | +20.2% | -17.9% | -4.6% |
| 6M | +50.8% | +12.8% | +37.9% | +43.0% |
| YTD | +57.5% | -2.5% | +60.0% | +56.8% |
| 1Y | +82.5% | +1.9% | +80.5% | +77.3% |
| 3Y | +61.7% | +45.0% | +16.7% | +32.8% |
| 5Y | +145.1% | +146.6% | -1.5% | +41.5% |
| All | +145.1% | +142.4% | +2.7% | +41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling