+15.6%
STZ vs LPLA
-21.6%
+37.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +2.6% | -0.9% | +3.5% | +2.6% |
| 30D | +15.2% | -9.5% | +24.7% | +15.5% |
| 3M | +7.6% | -21.9% | +29.5% | +8.4% |
| 6M | +5.3% | -2.6% | +7.9% | +5.7% |
| YTD | +8.6% | -17.8% | +26.4% | +9.7% |
| 1Y | +15.6% | -21.2% | +36.7% | +19.0% |
| All | +15.6% | -21.6% | +37.1% | +19.0% |
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