-70.8%
OPEN vs LPLA
+353.4%
-424.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | -4.3% | -3.1% | -1.2% | -3.1% |
| 30D | -16.2% | -0.1% | -16.1% | -16.3% |
| 3M | -36.4% | +23.2% | -59.6% | -41.3% |
| 6M | -35.5% | +15.5% | -51.0% | -39.5% |
| YTD | -46.0% | +0.9% | -46.9% | -46.6% |
| 1Y | -47.1% | +0.2% | -47.3% | -47.9% |
| 3Y | -19.0% | +55.2% | -74.2% | -36.6% |
| 5Y | -83.6% | +145.4% | -229.0% | -89.8% |
| All | -70.8% | +353.4% | -424.2% | -79.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling