+126.4%
NKE vs LPLA
+1,273.0%
-1,146.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.9% |
| 7D | -2.3% | -1.5% | -0.8% | -1.9% |
| 30D | -10.4% | -6.0% | -4.4% | -8.9% |
| 3M | -15.5% | +21.4% | -36.8% | -19.9% |
| 6M | -32.6% | +12.1% | -44.7% | -35.0% |
| YTD | -39.8% | -1.8% | -38.0% | -40.1% |
| 1Y | -47.6% | +3.2% | -50.8% | -48.8% |
| 3Y | -59.0% | +45.9% | -104.9% | -64.6% |
| 5Y | -74.9% | +144.7% | -219.6% | -81.9% |
| 10Y | -21.9% | +1,222.4% | -1,244.4% | -64.2% |
| All | +126.4% | +1,273.0% | -1,146.7% | -5.5% |
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