+27.2%
NFLX vs LPLA
+145.5%
-118.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -8.1% | -1.5% | -6.5% | -7.8% |
| 30D | -0.3% | -6.0% | +5.6% | +1.0% |
| 3M | -6.6% | +21.4% | -28.0% | -10.9% |
| 6M | -22.7% | +12.1% | -34.8% | -25.2% |
| YTD | -18.9% | -1.8% | -17.1% | -19.5% |
| 1Y | -39.8% | +3.2% | -43.0% | -41.3% |
| 3Y | +71.7% | +45.9% | +25.8% | +48.1% |
| 5Y | +27.2% | +144.7% | -117.4% | -19.8% |
| All | +27.2% | +145.5% | -118.3% | -19.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling