-4.8%
PCOR vs LPLA
-20.6%
+15.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.1% |
| 7D | +22.7% | +4.1% | +18.6% | +22.0% |
| 30D | +37.5% | -9.0% | +46.5% | +39.9% |
| 3M | +35.2% | -17.6% | +52.8% | +40.4% |
| 6M | +42.2% | -8.8% | +51.1% | +45.4% |
| YTD | +3.6% | -17.0% | +20.6% | +3.7% |
| 1Y | -4.8% | -20.4% | +15.7% | -2.5% |
| All | -4.8% | -20.6% | +15.8% | -2.5% |
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 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