+157.7%
LPLA vs SOXQ
+290.2%
-132.5%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | -1.5% | +5.2% | -6.8% | -3.1% |
| 30D | -6.0% | -0.5% | -5.5% | -6.0% |
| 3M | +21.4% | -5.6% | +27.0% | +21.1% |
| 6M | +12.1% | +53.0% | -40.9% | -8.0% |
| YTD | -1.8% | +68.8% | -70.6% | -22.7% |
| 1Y | +3.2% | +105.7% | -102.5% | -25.1% |
| 3Y | +45.9% | +240.5% | -194.5% | -16.7% |
| 5Y | +144.7% | +266.8% | -122.1% | +34.1% |
| All | +157.7% | +290.2% | -132.5% | +41.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling