+9.6%
ZM vs LPLA
-16.5%
+26.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.6% | -0.6% |
| 7D | -8.4% | +15.7% | -24.1% | -10.2% |
| 30D | -1.9% | -6.2% | +4.3% | -0.7% |
| 3M | -10.1% | -12.0% | +1.9% | -7.7% |
| 6M | -13.9% | -2.7% | -11.1% | -12.9% |
| YTD | +6.4% | -12.5% | +19.0% | +8.8% |
| 1Y | +9.6% | -16.5% | +26.1% | +14.4% |
| All | +9.6% | -16.5% | +26.0% | +14.4% |
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