+2,360.0%
V vs LPLA
+1,099.8%
+1,260.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.4% | -3.5% | -1.0% |
| 7D | -0.8% | +2.3% | -3.1% | -1.4% |
| 30D | +9.5% | -7.7% | +17.2% | +11.4% |
| 3M | +16.7% | -15.7% | +32.4% | +21.5% |
| 6M | +32.9% | +0.8% | +32.1% | +31.1% |
| YTD | +21.1% | -14.2% | +35.3% | +23.8% |
| 1Y | +26.6% | -17.9% | +44.6% | +30.9% |
| 3Y | +78.4% | +36.1% | +42.3% | +54.1% |
| 5Y | +105.5% | +90.3% | +15.1% | +54.5% |
| 10Y | +444.2% | +841.0% | -396.7% | +154.3% |
| All | +2,360.0% | +1,099.8% | +1,260.2% | +915.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling