+595.6%
ORCL vs LPLA
+1,311.2%
-715.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.2% |
| 7D | +5.3% | -3.1% | +8.3% | +6.2% |
| 30D | +10.0% | -0.1% | +10.1% | +10.0% |
| 3M | -32.6% | +23.2% | -55.8% | -36.4% |
| 6M | +4.9% | +15.5% | -10.6% | +0.2% |
| YTD | -17.8% | +0.9% | -18.6% | -18.7% |
| 1Y | -28.0% | +0.2% | -28.2% | -29.0% |
| 3Y | +36.0% | +55.2% | -19.2% | +18.0% |
| 5Y | +88.7% | +145.4% | -56.7% | +40.7% |
| 10Y | +346.9% | +1,229.7% | -882.8% | +103.5% |
| All | +595.6% | +1,311.2% | -715.6% | +184.5% |
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 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