+2,584.6%
AXTI vs LPLA
+43.8%
+2,540.8%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.7% | -5.4% | -5.8% |
| 7D | +15.1% | -3.7% | +18.8% | +16.8% |
| 30D | -12.3% | -6.4% | -5.9% | -10.1% |
| 3M | -24.1% | +20.2% | -44.3% | -30.0% |
| 6M | +46.0% | +12.8% | +33.2% | +35.2% |
| YTD | +295.7% | -2.5% | +298.2% | +293.4% |
| 1Y | +1,825.6% | +1.9% | +1,823.6% | +1,780.1% |
| All | +2,584.6% | +43.8% | +2,540.8% | +2,241.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling