+137.2%
SPG vs LPLA
+37.6%
+99.6%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.4% | -1.4% | +1.6% |
| 7D | +5.1% | +2.3% | +2.8% | +4.8% |
| 30D | +16.8% | -7.7% | +24.5% | +17.8% |
| 3M | +5.7% | -15.7% | +21.3% | +7.7% |
| 6M | +17.8% | +0.8% | +17.0% | +17.0% |
| YTD | +30.1% | -14.2% | +44.3% | +31.8% |
| 1Y | +32.8% | -17.9% | +50.7% | +35.5% |
| 3Y | +137.2% | +36.1% | +101.1% | +140.6% |
| All | +137.2% | +37.6% | +99.6% | +140.6% |
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 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