-5.3%
TSN vs LPLA
+0.7%
-5.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.7% |
| 7D | -6.3% | -3.1% | -3.3% | -6.3% |
| 30D | -10.8% | -0.1% | -10.7% | -10.8% |
| 3M | -8.8% | +23.2% | -32.0% | -8.8% |
| 6M | -16.8% | +15.5% | -32.4% | -16.8% |
| YTD | -10.0% | +0.9% | -10.9% | -9.6% |
| 1Y | -5.3% | +0.2% | -5.4% | -4.3% |
| All | -5.3% | +0.7% | -5.9% | -4.3% |
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