-40.7%
ZS vs LPLA
+145.5%
-186.3%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.7% | +2.6% |
| 7D | -3.8% | -1.5% | -2.3% | -3.2% |
| 30D | -6.0% | -6.0% | 0.0% | -3.6% |
| 3M | +32.0% | +21.4% | +10.6% | +21.9% |
| 6M | +2.1% | +12.1% | -9.9% | -3.1% |
| YTD | -26.2% | -1.8% | -24.3% | -26.5% |
| 1Y | -41.2% | +3.2% | -44.4% | -42.9% |
| 3Y | +3.3% | +45.9% | -42.6% | -14.6% |
| 5Y | -40.7% | +144.7% | -185.4% | -65.7% |
| All | -40.7% | +145.5% | -186.3% | -65.7% |
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