+15.1%
STZ vs LPLA
+784.1%
-768.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.3% | -0.5% |
| 7D | -0.9% | -3.2% | +2.2% | -0.2% |
| 30D | +14.9% | -8.6% | +23.6% | +16.9% |
| 3M | +8.4% | -18.7% | +27.1% | +12.9% |
| 6M | +2.8% | +4.5% | -1.7% | +0.8% |
| YTD | +7.5% | -15.3% | +22.8% | +9.7% |
| 1Y | +12.5% | -19.9% | +32.4% | +16.3% |
| 3Y | -35.4% | +33.4% | -68.8% | -43.5% |
| 5Y | -29.3% | +87.4% | -116.7% | -46.8% |
| All | +15.1% | +784.1% | -768.9% | -40.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling