84/120
All 120 Win/Lose results shown below
Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0. Gray context columns never affect the score. CEO quarterly pay is the explicitly marked annual ÷ 4 estimate.
Trailing 1 year (4 quarters): 5 wins, 7 lossesLast fetched: 4 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly. Unavailable evidence scores 0 only in Win/Lose columns; gray columns award no points.
| Quarter | Total return | Revenue growth | EPS growth | Net marginNon-scoring | Trailing P/ENon-scoring | Price/bookNon-scoring | CEO quarterly payNon-scoring | Implied DilutionNon-scoring | Implied BuybackNon-scoring |
|---|---|---|---|---|---|---|---|---|---|
| 2026-Q21/3 |
LoseLPLA / S&P -6.27% / 15.20% |
WinLPLA / S&P 38.82% / 15.00% |
LoseLPLA / S&P -13.96% / 50.40% |
Non-scoringLPLA / S&P 5.13% / 15.70% | Non-scoringLPLA / S&P 22.38 / 28.47 | Non-scoringLPLA / S&P 3.91 / S&P unavailable | Non-scoringLPLA / S&P LPLA unavailable / S&P unavailable | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.36b |
| 2026-Q11/3 |
LoseLPLA / S&P -15.69% / -4.33% |
WinLPLA / S&P 38.08% / 11.30% |
LoseLPLA / S&P -22.23% / 27.70% |
Non-scoringLPLA / S&P 4.93% / 14.80% | Non-scoringLPLA / S&P 26.74 / 25.43 | Non-scoringLPLA / S&P 4.24 / S&P unavailable | Non-scoringLPLA / S&P LPLA unavailable / S&P unavailable | Non-scoringLPLA / S&P LPLA unavailable / $0.27b | Non-scoringLPLA / S&P LPLA unavailable / $0.00b |
| 2025-Q42/3 |
WinLPLA / S&P 7.44% / 2.65% |
WinLPLA / S&P 37.18% / 9.00% |
LoseLPLA / S&P -21.31% / 13.40% |
Non-scoringLPLA / S&P 5.08% / 13.20% | Non-scoringLPLA / S&P 33.12 / 28.48 | Non-scoringLPLA / S&P 5.35 / 5.39 | Non-scoringLPLA / S&P LPLA unavailable / $4.42m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.20b |
| 2025-Q31/3 |
LoseLPLA / S&P -11.20% / 8.12% |
WinLPLA / S&P 35.19% / 4.61% |
LoseLPLA / S&P -18.54% / 13.45% |
Non-scoringLPLA / S&P 5.35% / 11.78% | Non-scoringLPLA / S&P 31.95 / 28.13 | Non-scoringLPLA / S&P 5.28 / 5.27 | Non-scoringLPLA / S&P LPLA unavailable / $4.42m | Non-scoringLPLA / S&P LPLA unavailable / $0.11b | Non-scoringLPLA / S&P LPLA unavailable / $0.00b |
| 2025-Q23/3 |
WinLPLA / S&P 14.71% / 10.94% |
WinLPLA / S&P 29.23% / 4.83% |
WinLPLA / S&P 13.79% / 10.63% |
Non-scoringLPLA / S&P 7.91% / 11.45% | Non-scoringLPLA / S&P 26.83 / 27.10 | Non-scoringLPLA / S&P 5.91 / 5.01 | Non-scoringLPLA / S&P LPLA unavailable / $4.42m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.23b |
| 2025-Q12/3 |
WinLPLA / S&P 0.29% / -4.27% |
WinLPLA / S&P 26.32% / 4.98% |
LoseLPLA / S&P 8.90% / 10.57% |
Non-scoringLPLA / S&P 8.23% / 11.39% | Non-scoringLPLA / S&P 22.41 / 26.23 | Non-scoringLPLA / S&P 7.81 / 4.69 | Non-scoringLPLA / S&P LPLA unavailable / $4.42m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.10b |
| 2024-Q42/3 |
WinLPLA / S&P 40.49% / 2.41% |
WinLPLA / S&P 23.20% / 5.25% |
LoseLPLA / S&P 2.63% / 6.15% |
Non-scoringLPLA / S&P 8.55% / 11.29% | Non-scoringLPLA / S&P 23.10 / 28.60 | Non-scoringLPLA / S&P 8.34 / 4.99 | Non-scoringLPLA / S&P LPLA unavailable / $4.28m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.08b |
| 2024-Q31/3 |
LoseLPLA / S&P -16.58% / 5.89% |
WinLPLA / S&P 18.21% / 5.89% |
LoseLPLA / S&P -9.57% / 6.11% |
Non-scoringLPLA / S&P 8.73% / 10.87% | Non-scoringLPLA / S&P 17.30 / 28.09 | Non-scoringLPLA / S&P 6.27 / 4.94 | Non-scoringLPLA / S&P LPLA unavailable / $4.28m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.21b |
| 2024-Q22/3 |
WinLPLA / S&P 5.83% / 4.28% |
WinLPLA / S&P 16.49% / 5.38% |
LoseLPLA / S&P -12.53% / 5.12% |
Non-scoringLPLA / S&P 8.91% / 10.85% | Non-scoringLPLA / S&P 21.41 / 27.64 | Non-scoringLPLA / S&P 8.30 / 4.79 | Non-scoringLPLA / S&P LPLA unavailable / $4.28m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.36b |
| 2024-Q12/3 |
WinLPLA / S&P 16.20% / 10.56% |
WinLPLA / S&P 16.92% / 5.71% |
LoseLPLA / S&P 2.00% / 5.59% |
Non-scoringLPLA / S&P 9.71% / 10.81% | Non-scoringLPLA / S&P 19.36 / 27.02 | Non-scoringLPLA / S&P 8.67 / 4.71 | Non-scoringLPLA / S&P LPLA unavailable / $4.28m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.12b |
| 2023-Q42/3 |
LoseLPLA / S&P -4.09% / 11.69% |
WinLPLA / S&P 16.88% / 6.81% |
WinLPLA / S&P 31.44% / 7.78% |
Non-scoringLPLA / S&P 10.61% / 11.19% | Non-scoringLPLA / S&P 16.14 / 24.35 | Non-scoringLPLA / S&P 8.28 / 4.31 | Non-scoringLPLA / S&P LPLA unavailable / $4.08m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.01b |
| 2023-Q33/3 |
WinLPLA / S&P 9.45% / -3.27% |
WinLPLA / S&P 16.51% / 7.52% |
WinLPLA / S&P 88.85% / -5.03% |
Non-scoringLPLA / S&P 11.99% / 10.84% | Non-scoringLPLA / S&P 15.53 / 23.93 | Non-scoringLPLA / S&P 8.67 / 3.98 | Non-scoringLPLA / S&P LPLA unavailable / $4.08m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.24b |
| 2023-Q22/3 |
LoseLPLA / S&P 7.60% / 8.74% |
WinLPLA / S&P 14.15% / 9.50% |
WinLPLA / S&P 136.77% / -8.57% |
Non-scoringLPLA / S&P 12.53% / 10.88% | Non-scoringLPLA / S&P 14.36 / 24.01 | Non-scoringLPLA / S&P 7.96 / 4.19 | Non-scoringLPLA / S&P LPLA unavailable / $4.08m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.17b |
| 2023-Q12/3 |
LoseLPLA / S&P -6.25% / 7.50% |
WinLPLA / S&P 10.82% / 10.77% |
WinLPLA / S&P 128.47% / -15.69% |
Non-scoringLPLA / S&P 11.74% / 10.82% | Non-scoringLPLA / S&P 15.15 / 22.66 | Non-scoringLPLA / S&P 7.26 / 3.93 | Non-scoringLPLA / S&P LPLA unavailable / $4.08m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.13b |
| 2022-Q41/3 |
LoseLPLA / S&P -0.97% / 7.56% |
LoseLPLA / S&P 11.40% / 11.88% |
WinLPLA / S&P 84.40% / -17.99% |
Non-scoringLPLA / S&P 9.83% / 11.09% | Non-scoringLPLA / S&P 20.35 / 22.65 | Non-scoringLPLA / S&P 7.94 / 3.75 | Non-scoringLPLA / S&P LPLA unavailable / $3.70m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.15b |
| 2022-Q33/3 |
WinLPLA / S&P 18.56% / -4.88% |
WinLPLA / S&P 16.01% / 13.47% |
WinLPLA / S&P 37.08% / -1.41% |
Non-scoringLPLA / S&P 7.59% / 12.28% | Non-scoringLPLA / S&P 27.46 / 20.58 | Non-scoringLPLA / S&P 8.72 / 3.60 | Non-scoringLPLA / S&P LPLA unavailable / $3.70m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.17b |
| 2022-Q22/3 |
WinLPLA / S&P 1.11% / -16.10% |
WinLPLA / S&P 23.65% / 13.71% |
LoseLPLA / S&P 8.39% / 11.04% |
Non-scoringLPLA / S&P 6.15% / 13.03% | Non-scoringLPLA / S&P 29.19 / 20.28 | Non-scoringLPLA / S&P 8.00 / 3.78 | Non-scoringLPLA / S&P LPLA unavailable / $3.70m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.17b |
| 2022-Q12/3 |
WinLPLA / S&P 14.29% / -4.60% |
WinLPLA / S&P 32.10% / 15.97% |
LoseLPLA / S&P 2.89% / 42.23% |
Non-scoringLPLA / S&P 5.74% / 14.22% | Non-scoringLPLA / S&P 31.49 / 22.19 | Non-scoringLPLA / S&P 8.42 / 4.51 | Non-scoringLPLA / S&P LPLA unavailable / $3.70m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.20b |
| 2021-Q41/3 |
LoseLPLA / S&P 2.28% / 11.03% |
WinLPLA / S&P 31.49% / 15.00% |
LoseLPLA / S&P -3.75% / 96.40% |
Non-scoringLPLA / S&P 5.96% / 15.13% | Non-scoringLPLA / S&P 27.90 / 23.63 | Non-scoringLPLA / S&P 7.68 / 4.73 | Non-scoringLPLA / S&P LPLA unavailable / $3.63m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.13b |
| 2021-Q32/3 |
WinLPLA / S&P 16.33% / 0.58% |
WinLPLA / S&P 25.61% / 10.77% |
LoseLPLA / S&P -5.64% / 69.42% |
Non-scoringLPLA / S&P 6.43% / 14.13% | Non-scoringLPLA / S&P 27.15 / 25.35 | Non-scoringLPLA / S&P 7.78 / 4.38 | Non-scoringLPLA / S&P LPLA unavailable / $3.63m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.19b |
| 2021-Q21/3 |
LoseLPLA / S&P -4.89% / 8.55% |
WinLPLA / S&P 16.76% / 6.58% |
LoseLPLA / S&P -9.35% / 51.81% |
Non-scoringLPLA / S&P 6.98% / 13.34% | Non-scoringLPLA / S&P 23.25 / 26.70 | Non-scoringLPLA / S&P 6.94 / 4.43 | Non-scoringLPLA / S&P LPLA unavailable / $3.63m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.11b |
| 2021-Q12/3 |
WinLPLA / S&P 36.64% / 6.17% |
WinLPLA / S&P 6.98% / -1.06% |
LoseLPLA / S&P -18.07% / 7.39% |
Non-scoringLPLA / S&P 7.30% / 11.60% | Non-scoringLPLA / S&P 25.36 / 30.50 | Non-scoringLPLA / S&P 7.90 / 4.23 | Non-scoringLPLA / S&P LPLA unavailable / $3.63m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.10b |
| 2020-Q43/3 |
WinLPLA / S&P 36.33% / 12.15% |
WinLPLA / S&P 4.39% / -3.72% |
WinLPLA / S&P -11.48% / -33.42% |
Non-scoringLPLA / S&P 8.05% / 8.86% | Non-scoringLPLA / S&P 17.48 / 39.26 | Non-scoringLPLA / S&P 6.28 / 4.05 | Non-scoringLPLA / S&P LPLA unavailable / $3.17m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.01b |
| 2020-Q32/3 |
LoseLPLA / S&P -1.92% / 8.93% |
WinLPLA / S&P 4.45% / -2.04% |
WinLPLA / S&P -6.22% / -27.10% |
Non-scoringLPLA / S&P 8.50% / 9.24% | Non-scoringLPLA / S&P 12.43 / 34.27 | Non-scoringLPLA / S&P 5.02 / 3.65 | Non-scoringLPLA / S&P LPLA unavailable / $3.17m | Non-scoringLPLA / S&P LPLA unavailable / $0.02b | Non-scoringLPLA / S&P LPLA unavailable / $0.00b |
| 2020-Q23/3 |
WinLPLA / S&P 44.54% / 20.54% |
WinLPLA / S&P 5.25% / -0.46% |
WinLPLA / S&P 4.30% / -27.11% |
Non-scoringLPLA / S&P 9.06% / 9.37% | Non-scoringLPLA / S&P 11.99 / 31.29 | Non-scoringLPLA / S&P 5.58 / 3.44 | Non-scoringLPLA / S&P LPLA unavailable / $3.17m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.03b |
| 2020-Q12/3 |
LoseLPLA / S&P -40.72% / -19.60% |
WinLPLA / S&P 7.48% / 3.47% |
WinLPLA / S&P 19.68% / -14.75% |
Non-scoringLPLA / S&P 9.80% / 10.68% | Non-scoringLPLA / S&P 7.74 / 22.80 | Non-scoringLPLA / S&P 4.29 / 2.92 | Non-scoringLPLA / S&P LPLA unavailable / $3.17m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.05b |
| 2019-Q43/3 |
WinLPLA / S&P 12.96% / 9.07% |
WinLPLA / S&P 8.41% / 5.36% |
WinLPLA / S&P 36.21% / 2.99% |
Non-scoringLPLA / S&P 9.95% / 12.81% | Non-scoringLPLA / S&P 13.32 / 22.78 | Non-scoringLPLA / S&P 7.28 / 3.53 | Non-scoringLPLA / S&P LPLA unavailable / $3.08m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.05b |
| 2019-Q32/3 |
LoseLPLA / S&P 0.74% / 1.70% |
WinLPLA / S&P 10.15% / 5.02% |
WinLPLA / S&P 53.46% / 0.21% |
Non-scoringLPLA / S&P 10.07% / 12.41% | Non-scoringLPLA / S&P 12.18 / 22.44 | Non-scoringLPLA / S&P 6.61 / 3.30 | Non-scoringLPLA / S&P LPLA unavailable / $3.08m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.09b |
| 2019-Q23/3 |
WinLPLA / S&P 17.47% / 4.30% |
WinLPLA / S&P 14.59% / 6.64% |
WinLPLA / S&P 66.67% / 8.65% |
Non-scoringLPLA / S&P 9.77% / 12.79% | Non-scoringLPLA / S&P 12.87 / 21.37 | Non-scoringLPLA / S&P 6.64 / 3.32 | Non-scoringLPLA / S&P LPLA unavailable / $3.08m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.27b |
| 2019-Q13/3 |
WinLPLA / S&P 14.42% / 13.65% |
WinLPLA / S&P 18.52% / 8.12% |
WinLPLA / S&P 83.71% / 14.29% |
Non-scoringLPLA / S&P 9.43% / 12.97% | Non-scoringLPLA / S&P 11.73 / 20.86 | Non-scoringLPLA / S&P 5.83 / 3.26 | Non-scoringLPLA / S&P LPLA unavailable / $3.08m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $34.35b |
| 2018-Q43/3 |
WinLPLA / S&P -4.94% / -13.52% |
WinLPLA / S&P 21.18% / 9.05% |
WinLPLA / S&P 88.37% / 18.23% |
Non-scoringLPLA / S&P 8.47% / 13.10% | Non-scoringLPLA / S&P 12.05 / 19.39 | Non-scoringLPLA / S&P 5.44 / 2.94 | Non-scoringLPLA / S&P LPLA unavailable / $3.00m | Non-scoringLPLA / S&P LPLA unavailable / $0.01b | Non-scoringLPLA / S&P LPLA unavailable / $0.00b |
| 2018-Q32/3 |
LoseLPLA / S&P -1.21% / 7.71% |
WinLPLA / S&P 19.54% / 10.21% |
WinLPLA / S&P 78.30% / 19.06% |
Non-scoringLPLA / S&P 7.68% / 13.01% | Non-scoringLPLA / S&P 14.83 / 22.25 | Non-scoringLPLA / S&P 5.80 / 3.45 | Non-scoringLPLA / S&P LPLA unavailable / $3.00m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.17b |
| 2018-Q23/3 |
WinLPLA / S&P 7.71% / 3.43% |
WinLPLA / S&P 14.42% / 9.03% |
WinLPLA / S&P 57.83% / 14.46% |
Non-scoringLPLA / S&P 7.09% / 12.56% | Non-scoringLPLA / S&P 17.46 / 22.49 | Non-scoringLPLA / S&P 5.80 / 3.25 | Non-scoringLPLA / S&P LPLA unavailable / $3.00m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.19b |
| 2018-Q13/3 |
WinLPLA / S&P 7.30% / -0.76% |
WinLPLA / S&P 10.00% / 7.68% |
WinLPLA / S&P 46.89% / 12.46% |
Non-scoringLPLA / S&P 6.33% / 12.27% | Non-scoringLPLA / S&P 19.35 / 23.41 | Non-scoringLPLA / S&P 5.45 / 3.17 | Non-scoringLPLA / S&P LPLA unavailable / $3.00m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.08b |
| 2017-Q42/3 |
WinLPLA / S&P 11.37% / 6.64% |
LoseLPLA / S&P 5.73% / 7.03% |
WinLPLA / S&P 21.13% / 13.82% |
Non-scoringLPLA / S&P 5.58% / 12.09% | Non-scoringLPLA / S&P 21.57 / 24.25 | Non-scoringLPLA / S&P 5.34 / 3.23 | Non-scoringLPLA / S&P LPLA unavailable / $2.92m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.05b |
| 2017-Q32/3 |
WinLPLA / S&P 22.12% / 4.48% |
LoseLPLA / S&P 2.71% / 5.68% |
WinLPLA / S&P 20.51% / 17.57% |
Non-scoringLPLA / S&P 5.19% / 12.04% | Non-scoringLPLA / S&P 21.43 / 23.28 | Non-scoringLPLA / S&P 4.93 / 3.08 | Non-scoringLPLA / S&P LPLA unavailable / $2.92m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.11b |
| 2017-Q22/3 |
WinLPLA / S&P 7.22% / 3.09% |
LoseLPLA / S&P 0.64% / 4.83% |
WinLPLA / S&P 27.78% / 17.74% |
Non-scoringLPLA / S&P 5.10% / 11.96% | Non-scoringLPLA / S&P 18.23 / 23.40 | Non-scoringLPLA / S&P 4.29 / 3.03 | Non-scoringLPLA / S&P LPLA unavailable / $2.92m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.08b |
| 2017-Q12/3 |
WinLPLA / S&P 13.86% / 6.07% |
LoseLPLA / S&P -2.19% / 3.67% |
WinLPLA / S&P 16.76% / 13.32% |
Non-scoringLPLA / S&P 4.65% / 11.75% | Non-scoringLPLA / S&P 18.91 / 23.60 | Non-scoringLPLA / S&P 4.12 / 3.01 | Non-scoringLPLA / S&P LPLA unavailable / $2.92m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $20.24b |
| 2016-Q42/3 |
WinLPLA / S&P 18.52% / 3.82% |
LoseLPLA / S&P -5.28% / 2.09% |
WinLPLA / S&P 21.71% / 7.05% |
Non-scoringLPLA / S&P 4.74% / 11.37% | Non-scoringLPLA / S&P 16.36 / 23.76 | Non-scoringLPLA / S&P 3.82 / 2.91 | Non-scoringLPLA / S&P LPLA unavailable / $2.88m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $1.11b |
| 2016-Q32/3 |
WinLPLA / S&P 34.01% / 3.85% |
LoseLPLA / S&P -6.81% / 0.20% |
WinLPLA / S&P -0.51% / -3.15% |
Non-scoringLPLA / S&P 4.36% / 10.82% | Non-scoringLPLA / S&P 15.05 / 24.22 | Non-scoringLPLA / S&P 3.37 / 2.78 | Non-scoringLPLA / S&P LPLA unavailable / $2.88m | Non-scoringLPLA / S&P LPLA unavailable / $0.00b | Non-scoringLPLA / S&P LPLA unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | LPLA total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -0.54% | 20.78% |
| Annualized return | -0.54% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | LPLA total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 147.55% | 83.14% |
| Annualized return | 19.88% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | LPLA total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 1257.57% | 319.30% |
| Annualized return | 29.80% | 15.41% |
Calculation rules
- window
- Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
- return Basis
- Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
- point Rule
- Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
- frequency
- Quarter endpoints only.
- fundamentals
- Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
- non Scoring
- Net margin, P/E, P/B and other gray context columns never enter the score.
Snapshot captured 2026-09-04.