+131.4%
WMT vs LPLA
+142.4%
-11.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | 0.0% |
| 7D | -2.5% | -3.7% | +1.2% | -2.2% |
| 30D | -6.4% | -6.4% | -0.1% | -5.9% |
| 3M | -12.1% | +20.2% | -32.3% | -13.5% |
| 6M | -15.0% | +12.8% | -27.8% | -16.0% |
| YTD | -4.5% | -2.5% | -2.0% | -4.4% |
| 1Y | +6.2% | +1.9% | +4.2% | +5.6% |
| 3Y | +99.9% | +45.0% | +54.9% | +92.6% |
| 5Y | +131.4% | +146.6% | -15.2% | +113.1% |
| All | +131.4% | +142.4% | -11.0% | +113.1% |
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 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