+2,507.0%
NFLX vs LPLA
+1,049.0%
+1,457.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.0% | +0.1% | -2.2% |
| 7D | -4.4% | -2.8% | -1.6% | -3.8% |
| 30D | -11.0% | -10.2% | -0.9% | -9.1% |
| 3M | -15.5% | -22.3% | +6.7% | -10.9% |
| 6M | -28.5% | -0.5% | -28.0% | -29.2% |
| YTD | -33.1% | -17.9% | -15.3% | -31.3% |
| 1Y | -45.8% | -22.0% | -23.8% | -43.7% |
| 3Y | +40.2% | +29.4% | +10.8% | +25.3% |
| 5Y | -8.2% | +81.2% | -89.4% | -26.6% |
| 10Y | +446.2% | +773.4% | -327.2% | +173.7% |
| All | +2,507.0% | +1,049.0% | +1,457.9% | +1,002.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling