-76.4%
PLTD vs LPLA
+4.9%
-81.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.7% | +2.9% | +1.9% |
| 7D | +9.9% | -3.7% | +13.6% | +7.8% |
| 30D | +3.8% | -6.4% | +10.2% | +0.5% |
| 3M | -32.3% | +20.2% | -52.5% | -24.5% |
| 6M | -25.9% | +12.8% | -38.7% | -20.3% |
| YTD | -16.4% | -2.5% | -13.9% | -17.9% |
| 1Y | -25.2% | +1.9% | -27.1% | -23.0% |
| All | -76.4% | +4.9% | -81.3% | -67.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling