+111.0%
PBF vs LPLA
-16.5%
+127.5%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +4.6% | -11.3% | -6.9% |
| 7D | -0.9% | +15.7% | -16.6% | -2.1% |
| 30D | -13.7% | -6.2% | -7.5% | -13.3% |
| 3M | +10.6% | -12.0% | +22.6% | +11.4% |
| 6M | +61.2% | -2.7% | +63.9% | +62.7% |
| YTD | +172.7% | -12.5% | +185.3% | +173.7% |
| 1Y | +111.0% | -16.5% | +127.5% | +119.2% |
| All | +111.0% | -16.5% | +127.5% | +119.2% |
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