-72.2%
OPEN vs LPLA
+341.1%
-413.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | -2.9% | -1.5% | -1.4% | -2.3% |
| 30D | -13.8% | -6.0% | -7.8% | -11.9% |
| 3M | -30.9% | +21.4% | -52.2% | -35.9% |
| 6M | -40.9% | +12.1% | -53.0% | -44.1% |
| YTD | -48.5% | -1.8% | -46.7% | -48.7% |
| 1Y | -50.9% | +3.2% | -54.1% | -51.8% |
| 3Y | -20.6% | +45.9% | -66.6% | -36.2% |
| 5Y | -84.2% | +144.7% | -228.8% | -90.1% |
| All | -72.2% | +341.1% | -413.3% | -80.7% |
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