+30.0%
S vs LPLA
-23.1%
+53.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -3.0% | -3.3% | -5.8% |
| 7D | +4.1% | -2.8% | +6.8% | +4.5% |
| 30D | -7.2% | -10.2% | +3.0% | -5.6% |
| 3M | 0.0% | -22.3% | +22.2% | +4.2% |
| 6M | +41.6% | -0.5% | +42.1% | +43.2% |
| YTD | +48.6% | -17.9% | +66.5% | +49.1% |
| 1Y | +30.0% | -22.0% | +52.1% | +32.6% |
| All | +30.0% | -23.1% | +53.2% | +32.6% |
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 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