+1,112.1%
PSX vs LPLA
+1,160.6%
-48.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +4.5% | -3.1% | +7.6% | +5.7% |
| 30D | +26.6% | -0.1% | +26.7% | +26.5% |
| 3M | +39.3% | +23.2% | +16.0% | +27.9% |
| 6M | +56.8% | +15.5% | +41.3% | +46.0% |
| YTD | +101.8% | +0.9% | +100.9% | +96.5% |
| 1Y | +99.6% | +0.2% | +99.4% | +93.2% |
| 3Y | +140.3% | +55.2% | +85.1% | +90.0% |
| 5Y | +339.3% | +145.4% | +193.9% | +175.6% |
| 10Y | +369.9% | +1,229.7% | -859.8% | +70.4% |
| All | +1,112.1% | +1,160.6% | -48.5% | +305.6% |
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 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