+769.5%
AXTI vs LPLA
+1,275.5%
-506.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -2.5% | +15.4% | +13.8% |
| 7D | +24.0% | -2.1% | +26.0% | +24.8% |
| 30D | -21.5% | -3.3% | -18.1% | -20.8% |
| 3M | -23.4% | +23.5% | -46.9% | -29.6% |
| 6M | +114.9% | +12.0% | +102.9% | +101.7% |
| YTD | +325.4% | -1.7% | +327.1% | +319.4% |
| 1Y | +2,136.7% | +3.2% | +2,133.4% | +2,072.4% |
| 3Y | +2,835.0% | +46.2% | +2,788.8% | +2,370.7% |
| 5Y | +652.8% | +144.9% | +507.9% | +405.2% |
| 10Y | +1,513.9% | +1,195.1% | +318.8% | +581.8% |
| All | +769.5% | +1,275.5% | -506.0% | +216.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling