-24.0%
NKE vs LPLA
+1,251.7%
-1,275.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | -0.1% |
| 7D | -4.2% | -1.5% | -2.6% | -3.7% |
| 30D | -8.2% | -6.0% | -2.2% | -6.5% |
| 3M | -19.1% | +24.0% | -43.1% | -24.2% |
| 6M | -32.6% | +17.0% | -49.6% | -36.0% |
| YTD | -40.7% | -0.7% | -40.0% | -41.3% |
| 1Y | -48.9% | +2.1% | -51.0% | -50.1% |
| 3Y | -59.2% | +48.7% | -107.9% | -65.8% |
| 5Y | -75.3% | +151.2% | -226.6% | -83.5% |
| All | -24.0% | +1,251.7% | -1,275.7% | -68.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling