+937.0%
AAOI vs LPLA
+981.2%
-44.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.7% | -3.6% | -4.0% |
| 7D | +2.9% | -3.7% | +6.6% | +4.3% |
| 30D | -23.1% | -6.4% | -16.7% | -21.4% |
| 3M | -41.0% | +20.2% | -61.2% | -45.7% |
| 6M | -14.3% | +12.8% | -27.1% | -20.2% |
| YTD | +196.3% | -2.5% | +198.8% | +189.8% |
| 1Y | +272.6% | +1.9% | +270.7% | +259.2% |
| 3Y | +775.3% | +45.0% | +730.4% | +659.9% |
| 5Y | +1,290.2% | +146.6% | +1,143.6% | +827.2% |
| 10Y | +426.2% | +1,213.6% | -787.4% | +102.2% |
| All | +937.0% | +981.2% | -44.1% | +345.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling