+157.5%
STT vs LPLA
+143.6%
+13.8%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | -0.2% |
| 7D | +2.2% | -2.1% | +4.2% | +3.0% |
| 30D | +3.9% | -3.3% | +7.2% | +5.3% |
| 3M | +19.2% | +23.5% | -4.4% | +9.3% |
| 6M | +60.4% | +12.0% | +48.4% | +52.0% |
| YTD | +51.5% | -1.7% | +53.1% | +50.5% |
| 1Y | +76.3% | +3.2% | +73.1% | +70.8% |
| 3Y | +200.7% | +46.2% | +154.5% | +143.0% |
| 5Y | +157.5% | +144.9% | +12.6% | +40.1% |
| All | +157.5% | +143.6% | +13.8% | +40.1% |
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