+50.0%
UNP vs LPLA
+143.6%
-93.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | 0.0% |
| 7D | -0.7% | -2.1% | +1.3% | -0.4% |
| 30D | -1.1% | -3.3% | +2.2% | -0.6% |
| 3M | +7.9% | +23.5% | -15.7% | +4.2% |
| 6M | +14.6% | +12.0% | +2.6% | +12.1% |
| YTD | +26.6% | -1.7% | +28.3% | +26.0% |
| 1Y | +35.6% | +3.2% | +32.3% | +33.5% |
| 3Y | +45.5% | +46.2% | -0.7% | +33.2% |
| 5Y | +50.0% | +144.9% | -94.9% | +14.2% |
| All | +50.0% | +143.6% | -93.6% | +14.2% |
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