+27.5%
VALE vs LPLA
+1,311.2%
-1,283.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | +1.6% | -3.1% | +4.7% | +2.7% |
| 30D | +5.1% | -0.1% | +5.2% | +5.0% |
| 3M | -0.4% | +23.2% | -23.6% | -8.2% |
| 6M | -2.2% | +15.5% | -17.7% | -8.4% |
| YTD | +20.5% | +0.9% | +19.6% | +17.8% |
| 1Y | +61.2% | +0.2% | +61.0% | +56.7% |
| 3Y | +43.1% | +55.2% | -12.1% | +11.4% |
| 5Y | +34.0% | +145.4% | -111.5% | -18.7% |
| 10Y | +469.7% | +1,229.7% | -760.0% | +71.0% |
| All | +27.5% | +1,311.2% | -1,283.7% | -67.8% |
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 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