+2,898.2%
LITE vs LPLA
+636.0%
+2,262.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -3.4% | -15.3% | -17.6% |
| 7D | -44.6% | +7.6% | -52.2% | -46.1% |
| 30D | -55.0% | -9.5% | -45.6% | -54.1% |
| 3M | -38.3% | -16.3% | -22.0% | -35.6% |
| 6M | -48.8% | -8.0% | -40.8% | -48.7% |
| YTD | +38.3% | -15.5% | +53.8% | +40.4% |
| 1Y | +119.0% | -19.4% | +138.4% | +127.1% |
| 3Y | +1,092.0% | +39.7% | +1,052.3% | +926.8% |
| 5Y | +446.1% | +83.0% | +363.1% | +317.8% |
| 10Y | +1,381.7% | +933.4% | +448.3% | +643.4% |
| All | +2,898.2% | +636.0% | +2,262.2% | +1,365.2% |
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 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