+80.8%
STLD vs LPLA
+4.5%
+76.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.2% |
| 7D | +2.7% | -2.1% | +4.7% | +3.1% |
| 30D | -8.4% | -3.3% | -5.1% | -7.8% |
| 3M | -9.9% | +23.5% | -33.4% | -13.0% |
| 6M | +33.0% | +12.0% | +21.0% | +30.8% |
| YTD | +42.6% | -1.7% | +44.2% | +43.9% |
| 1Y | +80.8% | +3.2% | +77.5% | +80.4% |
| All | +80.8% | +4.5% | +76.2% | +80.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling