+9.5%
SPGI vs LPLA
+145.4%
-136.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +7.6% |
| 6M | +5.7% | +15.5% | -9.8% | +2.6% |
| YTD | -9.7% | +0.9% | -10.6% | -10.3% |
| 1Y | -12.5% | +0.2% | -12.6% | -13.2% |
| 3Y | +21.8% | +55.2% | -33.4% | +11.5% |
| All | +9.5% | +145.4% | -136.0% | -14.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling