+14,551.4%
NVDA vs LPLA
+1,226.8%
+13,324.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.0% |
| 7D | -4.3% | -3.7% | -0.7% | -2.7% |
| 30D | +0.5% | -6.4% | +6.9% | +3.3% |
| 3M | +9.1% | +20.2% | -11.1% | -0.2% |
| 6M | +18.5% | +12.8% | +5.6% | +10.3% |
| YTD | +17.4% | -2.5% | +19.9% | +15.7% |
| 1Y | +23.4% | +1.9% | +21.5% | +18.4% |
| 3Y | +380.6% | +45.0% | +335.6% | +285.6% |
| 5Y | +875.7% | +146.6% | +729.1% | +500.8% |
| All | +14,551.4% | +1,226.8% | +13,324.6% | +5,469.1% |
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