+395.4%
ZS vs LPLA
+474.2%
-78.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.4% |
| 7D | -8.1% | -3.7% | -4.4% | -7.0% |
| 30D | -8.4% | -6.4% | -2.1% | -6.5% |
| 3M | +31.1% | +20.2% | +10.9% | +23.7% |
| 6M | +4.4% | +12.8% | -8.5% | +0.1% |
| YTD | -27.3% | -2.5% | -24.8% | -27.3% |
| 1Y | -41.4% | +1.9% | -43.3% | -42.3% |
| 3Y | +1.7% | +45.0% | -43.3% | -10.9% |
| 5Y | -39.6% | +146.6% | -186.2% | -55.0% |
| All | +395.4% | +474.2% | -78.8% | +182.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling