+129.4%
LITE vs LPLA
-18.3%
+147.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.4% | +7.3% | +11.0% |
| 7D | -12.9% | +2.3% | -15.2% | -12.6% |
| 30D | -46.0% | -7.7% | -38.3% | -45.5% |
| 3M | -33.0% | -15.7% | -17.3% | -32.6% |
| 6M | -34.0% | +0.8% | -34.9% | -33.5% |
| YTD | +61.7% | -14.2% | +76.0% | +62.1% |
| All | +129.4% | -18.3% | +147.7% | +158.3% |
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