+88.4%
AXON vs LPLA
+80.3%
+8.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.6% | +2.7% |
| 7D | +0.8% | -0.9% | +1.7% | +1.0% |
| 30D | -22.8% | -9.5% | -13.3% | -20.6% |
| 3M | -48.8% | -21.9% | -26.9% | -44.9% |
| 6M | -16.3% | -2.6% | -13.7% | -16.4% |
| YTD | -44.5% | -17.8% | -26.7% | -41.9% |
| 1Y | -43.4% | -21.2% | -22.2% | -40.0% |
| 3Y | +44.3% | +30.6% | +13.6% | +28.6% |
| All | +88.4% | +80.3% | +8.1% | +33.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling