+287.7%
PSX vs LPLA
+93.2%
+194.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.2% |
| 7D | -7.8% | +3.6% | -11.5% | -8.7% |
| 30D | -9.9% | -6.8% | -3.1% | -8.7% |
| 3M | +16.9% | -17.0% | +34.0% | +22.2% |
| 6M | +48.0% | +1.8% | +46.1% | +44.7% |
| YTD | +98.3% | -13.4% | +111.7% | +101.9% |
| 1Y | +86.2% | -17.5% | +103.7% | +92.6% |
| 3Y | +144.0% | +36.5% | +107.5% | +107.4% |
| 5Y | +287.7% | +92.6% | +195.1% | +175.7% |
| All | +287.7% | +93.2% | +194.5% | +175.7% |
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