-49.2%
NIO vs LPLA
-18.3%
-30.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.4% | -2.8% | +0.6% |
| 7D | +6.9% | +2.3% | +4.6% | +6.9% |
| 30D | -4.7% | -7.7% | +2.9% | -4.8% |
| 3M | -28.1% | -15.7% | -12.4% | -28.1% |
| 6M | -41.7% | +0.8% | -42.5% | -41.2% |
| YTD | -33.1% | -14.2% | -18.9% | -34.0% |
| All | -49.2% | -18.3% | -30.9% | -48.9% |
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