+48.7%
LPLA vs SOXQ
+232.9%
-184.2%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.8% | +0.1% | +1.5% |
| 7D | -1.5% | +0.8% | -2.3% | -1.7% |
| 30D | -6.0% | -4.6% | -1.4% | -5.1% |
| 3M | +24.0% | -10.2% | +34.2% | +25.7% |
| 6M | +17.0% | +49.7% | -32.7% | -1.8% |
| YTD | -0.7% | +67.2% | -67.9% | -20.2% |
| 1Y | +2.1% | +98.0% | -95.9% | -23.2% |
| 3Y | +48.7% | +237.2% | -188.5% | -4.7% |
| All | +48.7% | +232.9% | -184.2% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 3y: compounded portfolio wealth divided by compounded SOXQ 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…
3y analysis · Full analysis span regression · 6 months rolling