-31.8%
PLTD vs LPLA
+4.5%
-36.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.5% | +4.9% | +1.7% |
| 7D | +4.5% | -2.1% | +6.6% | +4.0% |
| 30D | -0.7% | -3.3% | +2.6% | -1.4% |
| 3M | -31.0% | +23.5% | -54.6% | -26.5% |
| 6M | -24.8% | +12.0% | -36.8% | -22.3% |
| YTD | -18.6% | -1.7% | -16.9% | -19.8% |
| 1Y | -31.8% | +3.2% | -35.0% | -31.4% |
| All | -31.8% | +4.5% | -36.3% | -31.4% |
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