+334.3%
SPGI vs LPLA
+892.4%
-558.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.4% | -2.7% | -0.3% |
| 7D | -0.9% | +2.3% | -3.2% | -1.5% |
| 30D | +15.5% | -7.7% | +23.2% | +17.6% |
| 3M | +15.7% | -15.7% | +31.4% | +20.7% |
| 6M | +19.1% | +0.8% | +18.2% | +17.3% |
| YTD | -4.1% | -14.2% | +10.2% | -1.3% |
| 1Y | +1.2% | -17.9% | +19.1% | +5.3% |
| 3Y | +31.6% | +36.1% | -4.5% | +12.5% |
| 5Y | +12.4% | +90.3% | -77.9% | -19.7% |
| 10Y | +334.3% | +841.0% | -506.7% | +69.4% |
| All | +334.3% | +892.4% | -558.2% | +69.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling