+7.9%
ZBH vs LPLA
-16.5%
+24.4%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +4.6% | +8.8% | +12.9% |
| 7D | +14.3% | +15.7% | -1.4% | +12.9% |
| 30D | +20.3% | -6.2% | +26.5% | +20.5% |
| 3M | +15.3% | -12.0% | +27.3% | +15.7% |
| 6M | +33.9% | -2.7% | +36.7% | +34.2% |
| YTD | +23.5% | -12.5% | +36.0% | +22.0% |
| 1Y | +7.9% | -16.5% | +24.4% | +6.9% |
| All | +7.9% | -16.5% | +24.4% | +6.9% |
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