+1,180.9%
AXON vs LPLA
+892.4%
+288.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.4% | -6.5% | -4.4% |
| 7D | -28.7% | +2.3% | -31.0% | -29.2% |
| 30D | -28.3% | -7.7% | -20.6% | -26.5% |
| 3M | -46.9% | -15.7% | -31.2% | -43.8% |
| 6M | -24.9% | +0.8% | -25.7% | -26.1% |
| YTD | -46.6% | -14.2% | -32.4% | -44.6% |
| 1Y | -49.7% | -17.9% | -31.8% | -46.9% |
| 3Y | +40.6% | +36.1% | +4.5% | +17.9% |
| 5Y | +71.9% | +90.3% | -18.5% | +18.1% |
| 10Y | +1,180.9% | +841.0% | +339.9% | +321.6% |
| All | +1,180.9% | +892.4% | +288.4% | +321.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling