+927.2%
NUE vs LPLA
+1,273.0%
-345.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -2.3% | -1.5% | -0.7% | -1.7% |
| 30D | -6.1% | -6.0% | -0.1% | -3.9% |
| 3M | +1.7% | +21.4% | -19.7% | -6.1% |
| 6M | +53.1% | +12.1% | +41.0% | +44.9% |
| YTD | +59.0% | -1.8% | +60.9% | +57.3% |
| 1Y | +85.3% | +3.2% | +82.1% | +78.5% |
| 3Y | +63.2% | +45.9% | +17.3% | +32.9% |
| 5Y | +146.8% | +144.7% | +2.1% | +58.0% |
| 10Y | +584.3% | +1,222.4% | -638.1% | +144.4% |
| All | +927.2% | +1,273.0% | -345.8% | +217.5% |
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