+21.6%
SYY vs LPLA
+144.0%
-122.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.3% | +2.2% |
| 7D | -0.2% | -1.5% | +1.3% | 0.0% |
| 30D | -2.7% | -6.0% | +3.2% | -1.9% |
| 3M | +5.9% | +21.4% | -15.5% | +2.7% |
| 6M | -2.3% | +12.1% | -14.4% | -4.3% |
| YTD | +13.1% | -1.8% | +14.9% | +12.8% |
| 1Y | +3.8% | +3.2% | +0.5% | +2.3% |
| 3Y | +26.7% | +45.9% | -19.2% | +13.4% |
| All | +21.6% | +144.0% | -122.4% | -18.4% |
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