+368.5%
PSX vs LPLA
+145.5%
+223.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | +1.8% | -1.5% | +3.4% | +2.3% |
| 30D | +21.6% | -6.0% | +27.6% | +23.8% |
| 3M | +46.5% | +21.4% | +25.1% | +37.4% |
| 6M | +62.0% | +12.1% | +49.9% | +54.6% |
| YTD | +106.3% | -1.8% | +108.2% | +104.4% |
| 1Y | +103.0% | +3.2% | +99.8% | +96.4% |
| 3Y | +135.5% | +45.9% | +89.6% | +97.2% |
| 5Y | +368.5% | +144.7% | +223.9% | +194.4% |
| All | +368.5% | +145.5% | +223.0% | +194.4% |
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