+5,397.9%
ANET vs LPLA
+732.8%
+4,665.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.4% | -1.8% |
| 7D | -1.3% | -3.7% | +2.4% | -0.1% |
| 30D | -4.5% | -6.4% | +1.9% | -2.3% |
| 3M | +24.5% | +20.2% | +4.4% | +16.8% |
| 6M | +35.4% | +12.8% | +22.5% | +29.0% |
| YTD | +44.2% | -2.5% | +46.7% | +43.7% |
| 1Y | +25.4% | +1.9% | +23.4% | +22.5% |
| 3Y | +284.8% | +45.0% | +239.8% | +232.7% |
| 5Y | +761.7% | +146.6% | +615.1% | +520.7% |
| 10Y | +3,691.2% | +1,213.6% | +2,477.6% | +1,590.0% |
| All | +5,397.9% | +732.8% | +4,665.1% | +2,757.3% |
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