-5.9%
TLT vs LPLA
+2.8%
-8.7%
-8.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.2% |
| 7D | -1.6% | -3.7% | +2.1% | -1.7% |
| 30D | -1.3% | -6.4% | +5.0% | -1.5% |
| 3M | -3.7% | +20.2% | -23.9% | -3.1% |
| 6M | -6.4% | +12.8% | -19.2% | -5.8% |
| YTD | -4.5% | -2.5% | -2.0% | -4.5% |
| 1Y | -5.9% | +1.9% | -7.8% | -5.4% |
| All | -5.9% | +2.8% | -8.7% | -5.4% |
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 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