+0.7%
PL vs LPLA
-20.6%
+21.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -1.8% | +12.2% | +10.7% |
| 7D | -6.8% | +4.1% | -11.0% | -7.7% |
| 30D | -29.3% | -9.0% | -20.3% | -27.8% |
| 3M | -44.8% | -17.6% | -27.1% | -42.3% |
| 6M | -68.4% | -8.8% | -59.6% | -66.9% |
| YTD | -36.4% | -17.0% | -19.3% | -31.0% |
| 1Y | +0.7% | -20.4% | +21.1% | +13.3% |
| All | +0.7% | -20.6% | +21.3% | +13.3% |
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