+901.5%
LITE vs LPLA
+145.4%
+756.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.1% |
| 7D | -1.5% | -3.1% | +1.5% | -0.4% |
| 30D | +6.7% | -0.1% | +6.7% | +6.5% |
| 3M | -6.8% | +23.2% | -30.0% | -14.6% |
| 6M | +29.4% | +15.5% | +13.9% | +19.9% |
| YTD | +139.1% | +0.9% | +138.2% | +132.2% |
| 1Y | +521.0% | +0.2% | +520.8% | +503.7% |
| 3Y | +1,535.3% | +55.2% | +1,480.1% | +1,262.7% |
| All | +901.5% | +145.4% | +756.1% | +560.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling