-4.6%
PEP vs LPLA
+38.6%
-43.2%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.6% | +0.2% |
| 7D | +6.7% | +7.6% | -1.0% | +6.8% |
| 30D | +13.5% | -9.5% | +23.0% | +13.3% |
| 3M | +3.9% | -16.3% | +20.3% | +3.5% |
| 6M | -6.0% | -8.0% | +2.0% | -6.1% |
| YTD | +2.5% | -15.5% | +18.0% | +2.2% |
| 1Y | +3.9% | -19.4% | +23.3% | +3.5% |
| All | -4.6% | +38.6% | -43.2% | -2.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling