+625.2%
TEAM vs LPLA
+645.7%
-20.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.7% |
| 7D | -16.9% | -2.9% | -14.0% | -16.2% |
| 30D | -26.8% | -10.2% | -16.6% | -25.1% |
| 3M | -1.9% | -22.3% | +20.4% | +4.4% |
| 6M | +79.2% | -0.6% | +79.7% | +77.8% |
| YTD | -6.1% | -17.9% | +11.9% | -2.7% |
| 1Y | -2.1% | -22.1% | +20.1% | +2.9% |
| 3Y | -13.6% | +29.3% | -42.9% | -21.8% |
| 5Y | -65.8% | +81.0% | -146.8% | -72.1% |
| 10Y | +454.0% | +772.5% | -318.5% | +189.4% |
| All | +625.2% | +645.7% | -20.5% | +399.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling