+74.5%
UBER vs LPLA
+346.1%
-271.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.4% |
| 7D | -4.5% | -3.7% | -0.8% | -2.7% |
| 30D | -7.6% | -6.4% | -1.2% | -4.8% |
| 3M | +5.8% | +20.2% | -14.4% | -4.4% |
| 6M | +0.3% | +12.8% | -12.6% | -7.3% |
| YTD | -11.2% | -2.5% | -8.7% | -12.7% |
| 1Y | -23.0% | +1.9% | -24.9% | -26.9% |
| 3Y | +53.6% | +45.0% | +8.6% | +11.1% |
| 5Y | +81.9% | +146.6% | -64.7% | -13.2% |
| All | +74.5% | +346.1% | -271.6% | -53.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling