+911.9%
NVDA vs LPLA
+145.5%
+766.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | -0.3% | -1.5% | +1.2% | +0.4% |
| 30D | +2.8% | -6.0% | +8.8% | +5.7% |
| 3M | +7.4% | +21.4% | -13.9% | -2.8% |
| 6M | +22.6% | +12.1% | +10.5% | +13.9% |
| YTD | +20.1% | -1.8% | +21.9% | +18.0% |
| 1Y | +31.2% | +3.2% | +28.0% | +24.5% |
| 3Y | +391.7% | +45.9% | +345.8% | +281.1% |
| 5Y | +911.9% | +144.7% | +767.2% | +404.3% |
| All | +911.9% | +145.5% | +766.3% | +404.3% |
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 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