+1,702.0%
SPGI vs LPLA
+1,060.6%
+641.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.5% |
| 7D | +0.3% | +4.1% | -3.9% | -0.9% |
| 30D | +18.4% | -9.0% | +27.4% | +20.9% |
| 3M | +15.7% | -17.6% | +33.3% | +21.2% |
| 6M | +17.3% | -8.8% | +26.1% | +18.9% |
| YTD | -4.7% | -17.0% | +12.3% | -1.3% |
| 1Y | +1.8% | -20.4% | +22.2% | +6.6% |
| 3Y | +31.7% | +35.4% | -3.7% | +14.4% |
| 5Y | +12.1% | +79.7% | -67.7% | -14.8% |
| 10Y | +341.9% | +915.0% | -573.0% | +88.7% |
| All | +1,702.0% | +1,060.6% | +641.4% | +571.9% |
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