+12.5%
STZ vs LPLA
-19.0%
+31.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.3% | -0.8% |
| 7D | -0.9% | -3.2% | +2.2% | -0.7% |
| 30D | +14.9% | -8.6% | +23.6% | +15.0% |
| 3M | +8.4% | -18.7% | +27.1% | +8.9% |
| 6M | +2.8% | +4.5% | -1.7% | +2.7% |
| YTD | +7.5% | -15.3% | +22.8% | +8.3% |
| 1Y | +12.5% | -19.9% | +32.4% | +16.2% |
| All | +12.5% | -19.0% | +31.6% | +16.2% |
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