-14.2%
SLB vs LPLA
+797.0%
-811.3%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.2% | +4.4% | +3.3% |
| 7D | -1.2% | -3.2% | +2.0% | +0.4% |
| 30D | +4.5% | -8.6% | +13.1% | +8.0% |
| 3M | -4.6% | -18.7% | +14.1% | +4.5% |
| 6M | -6.3% | +4.5% | -10.8% | -10.9% |
| YTD | +35.0% | -15.3% | +50.3% | +41.2% |
| 1Y | +38.8% | -19.9% | +58.7% | +49.5% |
| 3Y | +3.3% | +33.4% | -30.1% | -22.2% |
| 5Y | +73.6% | +87.4% | -13.8% | -2.3% |
| 10Y | -14.2% | +800.4% | -814.6% | -75.8% |
| All | -14.2% | +797.0% | -811.3% | -75.8% |
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