+37.8%
VALE vs LPLA
+80.3%
-42.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -3.2% | -0.9% | -2.3% | -3.0% |
| 30D | -15.1% | -9.5% | -5.6% | -13.6% |
| 3M | -18.7% | -21.9% | +3.2% | -15.0% |
| 6M | -31.5% | -2.6% | -28.9% | -31.6% |
| YTD | -11.4% | -17.8% | +6.4% | -9.0% |
| 1Y | -1.9% | -21.2% | +19.3% | +1.7% |
| 3Y | +1.7% | +30.6% | -28.9% | -9.4% |
| All | +37.8% | +80.3% | -42.5% | +11.8% |
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