+56.7%
NOK vs LPLA
+1,311.2%
-1,254.5%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.7% |
| 7D | -1.8% | -3.1% | +1.3% | -0.9% |
| 30D | +4.7% | -0.1% | +4.8% | +4.6% |
| 3M | -39.7% | +23.2% | -62.9% | -43.2% |
| 6M | +23.1% | +15.5% | +7.5% | +17.2% |
| YTD | +55.0% | +0.9% | +54.1% | +52.3% |
| 1Y | +118.0% | +0.2% | +117.9% | +113.3% |
| 3Y | +170.5% | +55.2% | +115.3% | +125.6% |
| 5Y | +84.9% | +145.4% | -60.6% | +29.8% |
| 10Y | +112.0% | +1,229.7% | -1,117.7% | -19.3% |
| All | +56.7% | +1,311.2% | -1,254.5% | -49.2% |
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