-24.5%
NFLX vs LPLA
-0.6%
-23.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.2% | +4.3% | +2.2% |
| 7D | -2.8% | -3.2% | +0.4% | -2.6% |
| 30D | -8.6% | -8.6% | 0.0% | -8.4% |
| 3M | -13.7% | -18.7% | +5.0% | -13.6% |
| 6M | -24.5% | +4.5% | -29.0% | -22.7% |
| All | -24.5% | -0.6% | -23.9% | -22.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling