+49.0%
REGN vs LPLA
-16.5%
+65.4%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.6% | -9.0% | -4.7% |
| 7D | +14.4% | +15.7% | -1.3% | +13.2% |
| 30D | +28.1% | -6.2% | +34.3% | +28.2% |
| 3M | +22.5% | -12.0% | +34.5% | +23.2% |
| 6M | +31.6% | -2.7% | +34.3% | +31.1% |
| YTD | +21.0% | -12.5% | +33.6% | +22.1% |
| 1Y | +49.0% | -16.5% | +65.5% | +49.1% |
| All | +49.0% | -16.5% | +65.4% | +49.1% |
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