+76.4%
SLB vs LPLA
+80.3%
-4.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +3.5% | -0.9% | +4.4% | +3.7% |
| 30D | +6.5% | -9.5% | +16.0% | +9.2% |
| 3M | -0.2% | -21.9% | +21.6% | +7.3% |
| 6M | -5.7% | -2.6% | -3.1% | -6.3% |
| YTD | +36.8% | -17.8% | +54.6% | +43.0% |
| 1Y | +45.8% | -21.2% | +67.0% | +54.6% |
| 3Y | +3.4% | +30.6% | -27.3% | -11.7% |
| All | +76.4% | +80.3% | -4.0% | +33.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling