+115.1%
NOK vs LPLA
+147.5%
-32.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.9% | +2.9% | +4.4% |
| 7D | +11.0% | -1.5% | +12.5% | +11.3% |
| 30D | +7.8% | -6.0% | +13.9% | +9.2% |
| 3M | -21.0% | +24.0% | -45.0% | -24.9% |
| 6M | +40.9% | +17.0% | +23.9% | +35.1% |
| YTD | +72.0% | -0.7% | +72.7% | +70.3% |
| 1Y | +140.9% | +2.1% | +138.8% | +135.8% |
| 3Y | +194.3% | +48.7% | +145.6% | +151.3% |
| All | +115.1% | +147.5% | -32.4% | +37.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling