+585.1%
PNC vs LPLA
+1,275.5%
-690.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.4% | 0.0% |
| 7D | +2.3% | -2.1% | +4.4% | +3.2% |
| 30D | -3.8% | -3.3% | -0.5% | -2.5% |
| 3M | +7.8% | +23.5% | -15.7% | -1.9% |
| 6M | +19.7% | +12.0% | +7.7% | +12.7% |
| YTD | +19.1% | -1.7% | +20.8% | +17.9% |
| 1Y | +23.1% | +3.2% | +19.9% | +18.4% |
| 3Y | +132.1% | +46.2% | +85.9% | +83.4% |
| 5Y | +52.2% | +144.9% | -92.7% | -9.2% |
| 10Y | +271.4% | +1,195.1% | -923.7% | +11.8% |
| All | +585.1% | +1,275.5% | -690.4% | +71.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling