-46.1%
AXON vs LPLA
-23.1%
-23.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.0% | +0.4% | -1.7% |
| 7D | -19.7% | -2.8% | -17.0% | -19.0% |
| 30D | -25.7% | -10.2% | -15.5% | -23.6% |
| 3M | -48.8% | -22.3% | -26.5% | -44.7% |
| 6M | -22.0% | -0.5% | -21.5% | -22.4% |
| YTD | -45.9% | -17.9% | -28.1% | -44.9% |
| 1Y | -46.1% | -22.0% | -24.0% | -43.2% |
| All | -46.1% | -23.1% | -23.0% | -43.2% |
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