+163.0%
LITE vs LPLA
-21.6%
+184.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.1% | -4.6% | -4.5% |
| 7D | +10.8% | -0.9% | +11.7% | +10.6% |
| 30D | -33.4% | -9.5% | -23.9% | -33.2% |
| 3M | -32.2% | -21.9% | -10.4% | -32.2% |
| 6M | -42.1% | -2.6% | -39.5% | -41.9% |
| YTD | +61.9% | -17.8% | +79.7% | +62.4% |
| 1Y | +163.0% | -21.2% | +184.2% | +187.1% |
| All | +163.0% | -21.6% | +184.5% | +187.1% |
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