+38.8%
SLB vs LPLA
-19.0%
+57.8%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.2% | +4.4% | +2.6% |
| 7D | -1.2% | -3.2% | +2.0% | -0.5% |
| 30D | +4.5% | -8.6% | +13.1% | +6.5% |
| 3M | -4.6% | -18.7% | +14.1% | +0.2% |
| 6M | -6.3% | +4.5% | -10.8% | -7.9% |
| YTD | +35.0% | -15.3% | +50.3% | +39.6% |
| 1Y | +38.8% | -19.9% | +58.7% | +49.0% |
| All | +38.8% | -19.0% | +57.8% | +49.0% |
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 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