+743.4%
AXTI vs LPLA
+147.5%
+595.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -0.7% |
| 7D | +5.1% | -1.5% | +6.6% | +5.6% |
| 30D | -17.5% | -6.0% | -11.5% | -15.5% |
| 3M | -26.7% | +24.0% | -50.7% | -33.2% |
| 6M | +36.8% | +17.0% | +19.8% | +25.0% |
| YTD | +296.1% | -0.7% | +296.8% | +289.2% |
| 1Y | +1,810.6% | +2.1% | +1,808.5% | +1,760.8% |
| 3Y | +2,587.6% | +48.7% | +2,538.9% | +2,105.6% |
| All | +743.4% | +147.5% | +595.9% | +344.0% |
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