-35.8%
STZ vs LPLA
+38.6%
-74.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.5% |
| 7D | +11.8% | +7.6% | +4.1% | +11.4% |
| 30D | +26.0% | -9.5% | +35.4% | +26.4% |
| 3M | +11.5% | -16.3% | +27.9% | +12.2% |
| 6M | -2.0% | -8.0% | +6.0% | -1.7% |
| YTD | +7.9% | -15.5% | +23.4% | +8.6% |
| 1Y | +13.9% | -19.4% | +33.3% | +15.0% |
| All | -35.8% | +38.6% | -74.4% | -34.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling