-71.4%
OPEN vs LPLA
-16.5%
-54.9%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +4.6% | +9.2% | +12.1% |
| 7D | +3.7% | +15.7% | -12.0% | -1.4% |
| 30D | -14.3% | -6.2% | -8.1% | -12.6% |
| 3M | -51.9% | -12.0% | -39.9% | -49.9% |
| 6M | -61.4% | -2.7% | -58.7% | -61.2% |
| YTD | -66.0% | -12.5% | -53.5% | -63.7% |
| 1Y | -71.4% | -16.5% | -54.9% | -66.8% |
| All | -71.4% | -16.5% | -54.9% | -66.8% |
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