-30.7%
OPEN vs LPLA
+33.1%
-63.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -1.8% | -20.0% | -21.4% |
| 7D | -22.2% | +4.1% | -26.4% | -22.6% |
| 30D | -38.3% | -9.0% | -29.3% | -37.1% |
| 3M | -59.4% | -17.6% | -41.7% | -57.8% |
| 6M | -74.4% | -8.8% | -65.5% | -73.9% |
| YTD | -76.0% | -17.0% | -59.0% | -75.1% |
| 1Y | -78.7% | -20.4% | -58.2% | -77.7% |
| All | -30.7% | +33.1% | -63.8% | -28.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling