+1,810.6%
AXTI vs LPLA
+3.8%
+1,806.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -0.4% |
| 7D | +5.1% | -1.5% | +6.6% | +5.5% |
| 30D | -17.5% | -6.0% | -11.5% | -15.9% |
| 3M | -26.7% | +24.0% | -50.7% | -31.0% |
| 6M | +36.8% | +17.0% | +19.8% | +26.1% |
| YTD | +296.1% | -0.7% | +296.8% | +303.8% |
| 1Y | +1,810.6% | +2.1% | +1,808.5% | +1,727.6% |
| All | +1,810.6% | +3.8% | +1,806.9% | +1,727.6% |
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