+180.5%
PL vs LPLA
+0.7%
+179.8%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -0.9% | -1.2% |
| 7D | -9.3% | -3.1% | -6.2% | -8.4% |
| 30D | -18.9% | -0.1% | -18.8% | -19.0% |
| 3M | -58.4% | +23.2% | -81.6% | -61.6% |
| 6M | -30.3% | +15.5% | -45.8% | -35.0% |
| YTD | -8.1% | +0.9% | -9.0% | -5.4% |
| 1Y | +180.5% | +0.2% | +180.3% | +212.1% |
| All | +180.5% | +0.7% | +179.8% | +212.1% |
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