+37.6%
PPG vs LPLA
-16.5%
+54.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +4.6% | +0.3% | +4.7% |
| 7D | +7.5% | +15.7% | -8.3% | +6.9% |
| 30D | +20.9% | -6.2% | +27.1% | +21.0% |
| 3M | +8.7% | -12.0% | +20.7% | +9.3% |
| 6M | +23.8% | -2.7% | +26.6% | +24.3% |
| YTD | +26.5% | -12.5% | +39.1% | +27.9% |
| 1Y | +37.6% | -16.5% | +54.1% | +39.9% |
| All | +37.6% | -16.5% | +54.1% | +39.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling