+15.4%
ORCL vs LPLA
+29.3%
-13.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.0% | -0.3% |
| 7D | +10.4% | -2.8% | +13.1% | +11.0% |
| 30D | -11.2% | -10.2% | -1.1% | -9.4% |
| 3M | -16.8% | -22.3% | +5.5% | -11.1% |
| 6M | -31.5% | -0.5% | -31.0% | -32.8% |
| YTD | -33.9% | -17.9% | -16.1% | -31.4% |
| 1Y | -43.3% | -22.0% | -21.2% | -40.0% |
| All | +15.4% | +29.3% | -13.9% | +11.1% |
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