+565.8%
PLTR vs LPLA
+143.6%
+422.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -1.2% |
| 7D | -5.3% | -2.1% | -3.3% | -4.4% |
| 30D | -1.0% | -3.3% | +2.4% | +0.5% |
| 3M | +24.8% | +23.5% | +1.3% | +12.4% |
| 6M | +8.4% | +12.0% | -3.6% | +0.9% |
| YTD | -4.2% | -1.7% | -2.5% | -5.4% |
| 1Y | +9.1% | +3.2% | +5.9% | +4.9% |
| 3Y | +1,025.6% | +46.2% | +979.4% | +817.3% |
| 5Y | +565.8% | +144.9% | +420.9% | +244.9% |
| All | +565.8% | +143.6% | +422.1% | +244.9% |
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