+32.8%
USB vs LPLA
-19.9%
+52.7%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.3% | -1.2% |
| 7D | -1.5% | +7.6% | -9.1% | -3.3% |
| 30D | +4.3% | -9.5% | +13.8% | +6.6% |
| 3M | -6.1% | -16.3% | +10.3% | -1.9% |
| 6M | +9.4% | -8.0% | +17.4% | +11.6% |
| YTD | +15.2% | -15.5% | +30.7% | +18.9% |
| 1Y | +32.8% | -19.4% | +52.1% | +40.0% |
| All | +32.8% | -19.9% | +52.7% | +40.0% |
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