-76.4%
PCG vs LPLA
+797.0%
-873.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.3% | -0.4% |
| 7D | -2.2% | -3.2% | +0.9% | -1.4% |
| 30D | -0.5% | -8.6% | +8.2% | +1.4% |
| 3M | -24.0% | -18.7% | -5.3% | -20.3% |
| 6M | -18.6% | +4.5% | -23.2% | -21.0% |
| YTD | -17.7% | -15.3% | -2.4% | -16.1% |
| 1Y | -20.0% | -19.9% | -0.1% | -17.2% |
| 3Y | -20.2% | +33.4% | -53.7% | -33.1% |
| 5Y | +8.4% | +87.4% | -79.0% | -24.4% |
| 10Y | -76.4% | +800.4% | -876.8% | -88.5% |
| All | -76.4% | +797.0% | -873.4% | -88.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling