+6.9%
PCOR vs LPLA
-16.5%
+23.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.7% | +4.6% | +15.0% | +18.5% |
| 7D | +21.8% | +15.7% | +6.1% | +18.4% |
| 30D | +39.5% | -6.2% | +45.7% | +40.9% |
| 3M | +35.2% | -12.0% | +47.2% | +38.2% |
| 6M | +21.7% | -2.7% | +24.5% | +22.5% |
| YTD | +3.9% | -12.5% | +16.5% | +3.1% |
| 1Y | +6.9% | -16.5% | +23.5% | +9.0% |
| All | +6.9% | -16.5% | +23.4% | +9.0% |
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