+1,472.1%
AXTI vs LPLA
+1,251.7%
+220.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -0.8% |
| 7D | +5.1% | -1.5% | +6.6% | +5.7% |
| 30D | -17.5% | -6.0% | -11.5% | -15.4% |
| 3M | -26.7% | +24.0% | -50.7% | -34.0% |
| 6M | +36.8% | +17.0% | +19.8% | +24.0% |
| YTD | +296.1% | -0.7% | +296.8% | +287.0% |
| 1Y | +1,810.6% | +2.1% | +1,808.5% | +1,749.2% |
| 3Y | +2,587.6% | +48.7% | +2,538.9% | +2,032.0% |
| 5Y | +601.7% | +151.2% | +450.5% | +304.5% |
| All | +1,472.1% | +1,251.7% | +220.4% | +456.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling