+5,083.9%
LITE vs LPLA
+779.0%
+4,304.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.1% |
| 7D | -1.5% | -3.1% | +1.5% | -0.5% |
| 30D | +6.7% | -0.1% | +6.7% | +6.5% |
| 3M | -6.8% | +23.2% | -30.0% | -13.8% |
| 6M | +29.4% | +15.5% | +13.9% | +20.9% |
| YTD | +139.1% | +0.9% | +138.2% | +132.2% |
| 1Y | +521.0% | +0.2% | +520.8% | +503.8% |
| 3Y | +1,535.3% | +55.2% | +1,480.1% | +1,277.9% |
| 5Y | +889.8% | +145.4% | +744.4% | +596.8% |
| 10Y | +2,400.7% | +1,229.7% | +1,171.1% | +1,088.8% |
| All | +5,083.9% | +779.0% | +4,304.9% | +2,323.2% |
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