-92.1%
AAOX vs LPLA
+3.9%
-96.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +4.6% | -19.6% | -12.3% |
| 7D | -50.3% | +15.7% | -66.0% | -45.7% |
| 30D | -79.8% | -6.2% | -73.7% | -79.3% |
| 3M | -85.9% | -12.0% | -73.9% | -86.3% |
| 6M | -95.7% | -2.7% | -92.9% | -95.2% |
| All | -92.1% | +3.9% | -96.0% | -91.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling