-77.3%
PLTD vs LPLA
-11.6%
-65.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | -4.8% | -0.9% | -3.8% | -5.1% |
| 30D | +16.9% | -9.5% | +26.3% | +12.0% |
| 3M | +2.6% | -21.9% | +24.5% | -8.8% |
| 6M | -36.2% | -2.6% | -33.6% | -35.9% |
| YTD | -19.4% | -17.8% | -1.6% | -27.0% |
| 1Y | -22.5% | -21.2% | -1.4% | -31.5% |
| All | -77.3% | -11.6% | -65.7% | -71.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling