+295.5%
SPGI vs LPLA
+1,194.2%
-898.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.7% | -2.5% |
| 7D | -2.5% | -2.1% | -0.4% | -1.8% |
| 30D | +5.4% | -3.3% | +8.8% | +6.4% |
| 3M | +9.0% | +23.5% | -14.5% | +2.2% |
| 6M | +0.8% | +12.0% | -11.2% | -3.3% |
| YTD | -12.6% | -1.7% | -10.9% | -13.0% |
| 1Y | -16.1% | +3.2% | -19.4% | -18.2% |
| 3Y | +19.0% | +46.2% | -27.2% | +0.9% |
| 5Y | +5.1% | +144.9% | -139.8% | -30.3% |
| 10Y | +295.5% | +1,195.1% | -899.6% | +49.7% |
| All | +295.5% | +1,194.2% | -898.8% | +49.7% |
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