-49.5%
ORCL vs LPLA
-16.5%
-33.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.6% | -6.6% | -2.4% |
| 7D | -14.4% | +15.7% | -30.1% | -15.9% |
| 30D | -12.8% | -6.2% | -6.7% | -11.3% |
| 3M | -14.8% | -12.0% | -2.8% | -11.4% |
| 6M | -30.9% | -2.7% | -28.1% | -30.5% |
| YTD | -35.7% | -12.5% | -23.1% | -35.0% |
| 1Y | -49.5% | -16.5% | -33.0% | -46.8% |
| All | -49.5% | -16.5% | -33.0% | -46.8% |
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