+3,068.2%
LITE vs LPLA
+622.9%
+2,445.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.8% | +7.5% | +6.2% |
| 7D | -35.9% | +4.1% | -40.1% | -37.0% |
| 30D | -51.5% | -9.0% | -42.5% | -50.6% |
| 3M | -35.7% | -17.6% | -18.1% | -32.6% |
| 6M | -43.0% | -8.8% | -34.1% | -42.7% |
| YTD | +46.1% | -17.0% | +63.2% | +49.2% |
| 1Y | +124.7% | -20.4% | +145.1% | +133.9% |
| 3Y | +1,172.1% | +35.4% | +1,136.6% | +1,006.4% |
| 5Y | +477.0% | +79.7% | +397.3% | +343.8% |
| 10Y | +1,465.7% | +915.0% | +550.7% | +689.7% |
| All | +3,068.2% | +622.9% | +2,445.3% | +1,456.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling