Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • LPTH vs SPY✓SelectedUSD · SPYLPTH vs SPY performance historyLatest closeAs of+0.31%09/04
Stock and ETF performance explorer

LPTH vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-74.6%
SPY return
+1,891.4%
Excess return
-1,965.9%
Maximum drawdown
-99.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D+0.3%-0.4%+0.7%+0.6%
7D-13.9%+0.1%-14.0%-13.9%
30D-19.3%+0.1%-19.4%-19.2%
3M-45.1%+2.0%-47.1%-45.2%
6M-18.1%+13.0%-31.1%-23.6%
YTD-10.5%+13.5%-24.0%-17.1%
1Y+69.1%+20.0%+49.1%+52.5%
3Y+452.6%+77.2%+375.4%+276.9%
5Y+322.3%+81.9%+240.4%+187.6%
10Y+398.5%+314.1%+84.4%+82.2%
All-74.6%+1,891.4%-1,965.9%-94.4%

Cumulative growth

Daily Returns

Daily percentage return beside SPY.

Daily Out/Under-Performance

Portfolio return minus SPY return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SPY 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 SPY 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