-76.1%
PLTD vs LPLA
-10.8%
-65.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.8% | -1.4% | -4.0% |
| 7D | +13.7% | +4.1% | +9.6% | +15.9% |
| 30D | +18.4% | -9.0% | +27.5% | +13.6% |
| 3M | -7.5% | -17.6% | +10.2% | -15.5% |
| 6M | -31.3% | -8.8% | -22.5% | -34.0% |
| YTD | -15.4% | -17.0% | +1.6% | -23.1% |
| 1Y | -18.4% | -20.4% | +2.0% | -27.6% |
| All | -76.1% | -10.8% | -65.4% | -69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling