+21.6%
SPG vs LPLA
+4.5%
+17.0%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.5% | +3.7% | +1.3% |
| 7D | 0.0% | -2.1% | +2.1% | +0.1% |
| 30D | -4.9% | -3.3% | -1.6% | -4.8% |
| 3M | +3.3% | +23.5% | -20.2% | +2.1% |
| 6M | +11.2% | +12.0% | -0.8% | +10.8% |
| YTD | +17.1% | -1.7% | +18.7% | +17.4% |
| 1Y | +21.6% | +3.2% | +18.4% | +20.5% |
| All | +21.6% | +4.5% | +17.0% | +20.5% |
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