+2,583.9%
NFLX vs LPLA
+1,084.6%
+1,499.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.2% | +4.3% | +2.5% |
| 7D | -2.8% | -3.2% | +0.4% | -2.1% |
| 30D | -8.6% | -8.6% | 0.0% | -7.0% |
| 3M | -13.7% | -18.7% | +5.0% | -10.0% |
| 6M | -24.5% | +4.5% | -29.0% | -26.1% |
| YTD | -31.2% | -15.3% | -15.9% | -29.8% |
| 1Y | -43.2% | -19.9% | -23.3% | -41.4% |
| 3Y | +44.3% | +33.4% | +10.9% | +28.1% |
| 5Y | -1.9% | +87.4% | -89.3% | -22.2% |
| 10Y | +462.3% | +800.4% | -338.1% | +179.7% |
| All | +2,583.9% | +1,084.6% | +1,499.3% | +1,026.7% |
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 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