+3.2%
SLB vs LPLA
+54.7%
-51.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +0.8% | -3.1% | +3.9% | +1.7% |
| 30D | +15.8% | -0.1% | +15.9% | +15.9% |
| 3M | -0.3% | +23.2% | -23.6% | -6.1% |
| 6M | +21.3% | +15.5% | +5.8% | +16.0% |
| YTD | +52.3% | +0.9% | +51.4% | +50.7% |
| 1Y | +63.6% | +0.2% | +63.4% | +61.7% |
| All | +3.2% | +54.7% | -51.5% | -8.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling