+182.3%
AXON vs LPLA
+145.4%
+36.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -4.1% |
| 7D | -14.2% | -3.1% | -11.1% | -13.2% |
| 30D | -15.4% | -0.1% | -15.3% | -15.3% |
| 3M | +0.5% | +23.2% | -22.7% | -6.0% |
| 6M | -9.5% | +15.5% | -25.0% | -14.1% |
| YTD | -9.2% | +0.9% | -10.1% | -10.4% |
| 1Y | -29.4% | +0.2% | -29.5% | -30.4% |
| 3Y | +139.4% | +55.2% | +84.2% | +104.4% |
| All | +182.3% | +145.4% | +36.8% | +89.4% |
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