+30.6%
ORCL vs LPLA
+78.4%
-47.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.3% |
| 7D | -11.2% | +4.1% | -15.3% | -12.2% |
| 30D | -18.8% | -9.0% | -9.8% | -17.5% |
| 3M | -18.8% | -17.6% | -1.1% | -15.1% |
| 6M | -39.7% | -8.8% | -30.9% | -39.1% |
| YTD | -39.6% | -17.0% | -22.6% | -37.7% |
| 1Y | -51.7% | -20.4% | -31.3% | -49.5% |
| 3Y | +10.2% | +35.4% | -25.2% | -1.3% |
| All | +30.6% | +78.4% | -47.9% | +0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling