+238.6%
SCHD vs LPLA
+1,251.7%
-1,013.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.5% | -0.1% |
| 7D | -2.0% | -1.5% | -0.4% | -1.6% |
| 30D | -0.4% | -6.0% | +5.6% | +1.0% |
| 3M | +5.7% | +24.0% | -18.3% | 0.0% |
| 6M | +11.9% | +17.0% | -5.1% | +6.8% |
| YTD | +26.4% | -0.7% | +27.1% | +25.1% |
| 1Y | +27.6% | +2.1% | +25.5% | +24.8% |
| 3Y | +54.9% | +48.7% | +6.3% | +33.2% |
| 5Y | +60.9% | +151.2% | -90.3% | +13.8% |
| All | +238.6% | +1,251.7% | -1,013.0% | +68.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling