+804.0%
PBF vs LPLA
+143.6%
+660.4%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.5% | +5.8% | +4.2% |
| 7D | +2.4% | -2.1% | +4.4% | +3.1% |
| 30D | +24.9% | -3.3% | +28.2% | +26.5% |
| 3M | +81.9% | +23.5% | +58.3% | +66.3% |
| 6M | +79.4% | +12.0% | +67.4% | +68.3% |
| YTD | +188.3% | -1.7% | +190.0% | +183.8% |
| 1Y | +177.3% | +3.2% | +174.0% | +164.8% |
| 3Y | +56.0% | +46.2% | +9.8% | +20.9% |
| 5Y | +804.0% | +144.9% | +659.1% | +327.4% |
| All | +804.0% | +143.6% | +660.4% | +327.4% |
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