+272.7%
PNC vs LPLA
+1,251.7%
-979.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | -0.4% |
| 7D | -0.6% | -1.5% | +1.0% | +0.2% |
| 30D | -4.4% | -6.0% | +1.6% | -1.7% |
| 3M | +5.2% | +24.0% | -18.8% | -5.4% |
| 6M | +20.6% | +17.0% | +3.6% | +10.5% |
| YTD | +19.8% | -0.7% | +20.4% | +17.7% |
| 1Y | +24.4% | +2.1% | +22.3% | +19.6% |
| 3Y | +131.2% | +48.7% | +82.6% | +74.6% |
| 5Y | +53.1% | +151.2% | -98.1% | -19.0% |
| All | +272.7% | +1,251.7% | -979.0% | -7.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling