+76.2%
UBER vs LPLA
+145.5%
-69.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.7% |
| 7D | -7.0% | -1.5% | -5.5% | -6.5% |
| 30D | -8.9% | -6.0% | -2.9% | -7.1% |
| 3M | +1.0% | +21.4% | -20.4% | -6.1% |
| 6M | -3.7% | +12.1% | -15.8% | -8.4% |
| YTD | -13.0% | -1.8% | -11.2% | -13.9% |
| 1Y | -25.5% | +3.2% | -28.7% | -28.2% |
| 3Y | +50.5% | +45.9% | +4.5% | +18.7% |
| 5Y | +76.2% | +144.7% | -68.5% | -5.4% |
| All | +76.2% | +145.5% | -69.4% | -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 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