+349.2%
SPG vs LPLA
+1,311.2%
-962.0%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -2.4% | -3.1% | +0.7% | -1.3% |
| 30D | -6.8% | -0.1% | -6.8% | -6.9% |
| 3M | +2.7% | +23.2% | -20.5% | -5.3% |
| 6M | +5.5% | +15.5% | -10.1% | -1.2% |
| YTD | +15.7% | +0.9% | +14.8% | +12.9% |
| 1Y | +20.9% | +0.2% | +20.7% | +17.3% |
| 3Y | +112.4% | +55.2% | +57.2% | +67.2% |
| 5Y | +101.4% | +145.4% | -44.1% | +24.8% |
| 10Y | +60.6% | +1,229.7% | -1,169.0% | -38.0% |
| All | +349.2% | +1,311.2% | -962.0% | +49.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling