+18.6%
GLXY vs LPLA
-7.9%
+26.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.5% | +5.3% | +3.7% |
| 7D | +15.5% | -2.1% | +17.5% | +16.4% |
| 30D | +34.1% | -3.3% | +37.5% | +35.4% |
| 3M | -11.3% | +23.5% | -34.9% | -20.5% |
| 6M | +31.6% | +12.0% | +19.6% | +23.8% |
| YTD | +21.0% | -1.7% | +22.6% | +22.4% |
| 1Y | +11.7% | +3.2% | +8.5% | +13.3% |
| All | +18.6% | -7.9% | +26.5% | +20.2% |
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