+130.8%
SLB vs LPLA
+145.4%
-14.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +0.8% | -3.1% | +3.9% | +1.9% |
| 30D | +15.8% | -0.1% | +15.9% | +15.8% |
| 3M | -0.3% | +23.2% | -23.6% | -7.7% |
| 6M | +21.3% | +15.5% | +5.8% | +14.4% |
| YTD | +52.3% | +0.9% | +51.4% | +50.0% |
| 1Y | +63.6% | +0.2% | +63.4% | +60.6% |
| 3Y | +3.8% | +55.2% | -51.5% | -16.3% |
| All | +130.8% | +145.4% | -14.7% | +43.6% |
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