-51.5%
GLXY vs LPLA
-23.1%
-28.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.0% | -1.9% | -4.5% |
| 7D | +16.9% | -2.8% | +19.7% | +17.3% |
| 30D | -23.0% | -10.2% | -12.8% | -21.1% |
| 3M | -28.0% | -22.3% | -5.7% | -21.2% |
| 6M | -51.6% | -0.5% | -51.2% | -54.8% |
| YTD | -32.1% | -17.9% | -14.3% | -28.8% |
| 1Y | -51.5% | -22.0% | -29.4% | -42.8% |
| All | -51.5% | -23.1% | -28.3% | -42.8% |
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 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