-29.2%
ZBH vs LPLA
+142.4%
-171.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.2% |
| 7D | -6.6% | -3.7% | -2.9% | -6.1% |
| 30D | -4.9% | -6.4% | +1.4% | -4.2% |
| 3M | +5.1% | +20.2% | -15.1% | +2.7% |
| 6M | +1.3% | +12.8% | -11.5% | -0.4% |
| YTD | +3.4% | -2.5% | +5.9% | +3.2% |
| 1Y | -8.7% | +1.9% | -10.6% | -9.6% |
| 3Y | -21.2% | +45.0% | -66.2% | -28.2% |
| 5Y | -29.2% | +146.6% | -175.8% | -48.3% |
| All | -29.2% | +142.4% | -171.6% | -48.3% |
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