-61.7%
ZM vs LPLA
+81.8%
-143.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.0% | +2.6% | +0.4% |
| 7D | +10.0% | -2.8% | +12.8% | +10.7% |
| 30D | -0.5% | -10.2% | +9.7% | +1.6% |
| 3M | -7.1% | -22.3% | +15.2% | -1.5% |
| 6M | -5.1% | -0.5% | -4.6% | -6.3% |
| YTD | +13.2% | -17.9% | +31.1% | +17.1% |
| 1Y | +15.3% | -22.0% | +37.4% | +21.0% |
| 3Y | +57.4% | +29.4% | +28.0% | +40.3% |
| 5Y | -61.7% | +81.2% | -142.9% | -71.4% |
| All | -61.7% | +81.8% | -143.5% | -71.4% |
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 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