+22.0%
SPGI vs LPLA
+54.7%
-32.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | +0.1% | -3.1% | +3.2% | +0.7% |
| 30D | +8.4% | -0.1% | +8.5% | +8.4% |
| 3M | +11.8% | +23.2% | -11.4% | +7.4% |
| 6M | +5.7% | +15.5% | -9.8% | +2.4% |
| YTD | -9.7% | +0.9% | -10.6% | -10.3% |
| 1Y | -12.5% | +0.2% | -12.6% | -13.2% |
| All | +22.0% | +54.7% | -32.7% | +16.0% |
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