-20.7%
PFE vs LPLA
+145.4%
-166.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.2% |
| 7D | +1.8% | -3.1% | +4.8% | +1.9% |
| 30D | +10.2% | -0.1% | +10.3% | +10.2% |
| 3M | +12.7% | +23.2% | -10.5% | +11.4% |
| 6M | +10.5% | +15.5% | -5.0% | +9.6% |
| YTD | +20.2% | +0.9% | +19.3% | +19.8% |
| 1Y | +24.1% | +0.2% | +23.9% | +23.7% |
| 3Y | -3.6% | +55.2% | -58.8% | -7.4% |
| All | -20.7% | +145.4% | -166.2% | -24.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling