+8,680.0%
SHOP vs LPLA
+715.3%
+7,964.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.2% | +4.0% | +2.6% |
| 7D | -2.5% | -3.2% | +0.7% | -1.4% |
| 30D | -16.7% | -8.6% | -8.1% | -14.6% |
| 3M | -2.2% | -18.7% | +16.5% | +4.2% |
| 6M | +45.6% | +4.5% | +41.0% | +40.7% |
| YTD | -7.3% | -15.3% | +8.0% | -4.2% |
| 1Y | -6.1% | -19.9% | +13.8% | -1.0% |
| 3Y | +143.3% | +33.4% | +109.9% | +112.3% |
| 5Y | +0.2% | +87.4% | -87.3% | -23.0% |
| 10Y | +3,663.5% | +800.4% | +2,863.1% | +1,669.6% |
| All | +8,680.0% | +715.3% | +7,964.7% | +4,960.0% |
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