+1,060.5%
AXON vs LPLA
+797.0%
+263.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.2% | +6.5% | +5.1% |
| 7D | -25.6% | -3.2% | -22.5% | -24.6% |
| 30D | -23.9% | -8.6% | -15.3% | -21.7% |
| 3M | -50.4% | -18.7% | -31.8% | -46.9% |
| 6M | -20.0% | +4.5% | -24.6% | -22.4% |
| YTD | -44.5% | -15.3% | -29.1% | -42.2% |
| 1Y | -44.9% | -19.9% | -25.0% | -41.4% |
| 3Y | +44.7% | +33.4% | +11.3% | +22.5% |
| 5Y | +86.7% | +87.4% | -0.7% | +29.7% |
| 10Y | +1,060.5% | +800.4% | +260.1% | +319.7% |
| All | +1,060.5% | +797.0% | +263.5% | +319.7% |
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