-44.9%
AXON vs LPLA
-19.0%
-25.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.2% | +6.5% | +4.9% |
| 7D | -25.6% | -3.2% | -22.5% | -24.9% |
| 30D | -23.9% | -8.6% | -15.3% | -22.1% |
| 3M | -50.4% | -18.7% | -31.8% | -47.2% |
| 6M | -20.0% | +4.5% | -24.6% | -21.8% |
| YTD | -44.5% | -15.3% | -29.1% | -44.0% |
| 1Y | -44.9% | -19.9% | -25.0% | -42.3% |
| All | -44.9% | -19.0% | -25.8% | -42.3% |
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