+1,854.5%
AXON vs LPLA
+1,194.2%
+660.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.5% | +0.5% | -1.0% |
| 7D | -2.5% | -2.1% | -0.4% | -1.7% |
| 30D | -11.5% | -3.3% | -8.1% | -10.3% |
| 3M | +7.3% | +23.5% | -16.2% | -1.2% |
| 6M | -11.9% | +12.0% | -24.0% | -16.4% |
| YTD | -11.0% | -1.7% | -9.3% | -11.6% |
| 1Y | -31.8% | +3.2% | -35.0% | -33.8% |
| 3Y | +135.4% | +46.2% | +89.2% | +94.2% |
| 5Y | +176.9% | +144.9% | +32.0% | +73.5% |
| 10Y | +1,854.5% | +1,195.1% | +659.4% | +493.1% |
| All | +1,854.5% | +1,194.2% | +660.3% | +493.1% |
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 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