-44.6%
ZS vs LPLA
+81.8%
-126.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.0% | +2.7% | +0.8% |
| 7D | -5.2% | -2.8% | -2.5% | -4.3% |
| 30D | -15.5% | -10.2% | -5.3% | -12.7% |
| 3M | +9.0% | -22.3% | +31.2% | +18.6% |
| 6M | +32.2% | -0.5% | +32.7% | +30.4% |
| YTD | -14.1% | -17.9% | +3.8% | -9.7% |
| 1Y | -39.1% | -22.0% | -17.0% | -34.7% |
| 3Y | +10.4% | +29.4% | -19.0% | -6.5% |
| 5Y | -44.6% | +81.2% | -125.9% | -65.2% |
| All | -44.6% | +81.8% | -126.4% | -65.2% |
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 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