+1,350.8%
LPLA vs XPO
+4,849.7%
-3,499.0%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.5% | -4.8% | -1.5% |
| 7D | -3.1% | +2.4% | -5.5% | -3.7% |
| 30D | -0.1% | -3.5% | +3.5% | +0.7% |
| 3M | +23.2% | -11.9% | +35.2% | +26.7% |
| 6M | +15.5% | -10.0% | +25.5% | +17.2% |
| YTD | +0.9% | +42.1% | -41.2% | -9.9% |
| 1Y | +0.2% | +47.6% | -47.4% | -11.9% |
| 3Y | +55.2% | +153.6% | -98.4% | +12.9% |
| 5Y | +145.4% | +266.5% | -121.1% | +54.1% |
| 10Y | +1,229.7% | +1,460.4% | -230.8% | +490.8% |
| All | +1,350.8% | +4,849.7% | -3,499.0% | +461.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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