-39.3%
NFLX vs LPLA
-16.5%
-22.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.6% | 0.0% | +4.6% |
| 7D | +7.1% | +15.7% | -8.6% | +7.0% |
| 30D | -1.6% | -6.2% | +4.5% | -1.8% |
| 3M | -9.8% | -12.0% | +2.2% | -10.1% |
| 6M | -27.1% | -2.7% | -24.3% | -26.7% |
| YTD | -29.2% | -12.5% | -16.6% | -30.1% |
| 1Y | -39.3% | -16.5% | -22.7% | -40.2% |
| All | -39.3% | -16.5% | -22.8% | -40.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling