+2.9%
PCG vs LPLA
+4.5%
-1.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.5% | +6.2% | +3.5% |
| 7D | +5.4% | -2.1% | +7.5% | +5.3% |
| 30D | -15.1% | -3.3% | -11.8% | -15.3% |
| 3M | -9.8% | +23.5% | -33.3% | -9.2% |
| 6M | -18.0% | +12.0% | -30.0% | -17.6% |
| YTD | -7.2% | -1.7% | -5.6% | -6.9% |
| 1Y | +2.9% | +3.2% | -0.4% | +1.2% |
| All | +2.9% | +4.5% | -1.7% | +1.2% |
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