-48.1%
AXON vs LPLA
-18.3%
-29.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.4% | -6.5% | -4.2% |
| 7D | -28.7% | +2.3% | -31.0% | -29.1% |
| 30D | -28.3% | -7.7% | -20.6% | -26.8% |
| 3M | -46.9% | -15.7% | -31.2% | -44.1% |
| 6M | -24.9% | +0.8% | -25.7% | -25.4% |
| YTD | -46.6% | -14.2% | -32.4% | -46.3% |
| All | -48.1% | -18.3% | -29.8% | -46.2% |
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