The total return over the past 12 months is -1.17% vs. +15.54% for the S&P 500. So far it's up -12.36% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (1.53%) | +9.49% | +14.28% | +26.43% | +18.19% | N/A |
| Total Return CAGR | (1.17%) | +9.94% | +14.80% | +27.69% | +19.79% | N/A |
| Revenue CAGR | +37.21% | +25.47% | +23.68% | +14.79% | +11.98% | +13.26% |
| Net Income CAGR | (18.49%) | (10.03%) | +12.80% | +17.72% | N/A | +16.17% |
| EPS CAGR | (22.60%) | (11.09%) | +12.98% | +20.01% | N/A | +16.70% |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | 0.00% | +6.26% | +3.71% | +1.84% | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
LPL Financial Holdings Inc. (LPLA)
| Year | Start price | End price | LPLA Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $357.17 | $312.15 | (12.36%) | +12.91% | (25.27%) |
| 2025 | $326.51 | $357.17 | +9.76% | +17.72% | (7.96%) |
| 2024 | $227.62 | $326.51 | +44.13% | +24.89% | +19.24% |
| 2023 | $216.17 | $227.62 | +5.90% | +26.19% | (20.29%) |
| 2022 | $160.09 | $216.17 | +35.69% | (18.17%) | +53.86% |
| 2021 | $104.22 | $160.09 | +54.63% | +28.74% | +25.89% |
| 2020 | $92.25 | $104.22 | +14.59% | +18.37% | (3.78%) |
| 2019 | $61.08 | $92.25 | +52.97% | +31.22% | +21.75% |
| 2018 | $57.14 | $61.08 | +8.52% | (4.56%) | +13.08% |
| 2017 | $35.21 | $57.14 | +66.00% | +21.70% | +44.30% |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
