+205.7%
NXPI vs LPLA
+1,235.7%
-1,030.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | -0.1% | -0.2% |
| 7D | -2.3% | -1.5% | -0.7% | -1.6% |
| 30D | -4.3% | -6.0% | +1.6% | -1.9% |
| 3M | -24.7% | +21.4% | -46.0% | -31.5% |
| 6M | +9.7% | +12.1% | -2.3% | +2.2% |
| YTD | +3.8% | -1.8% | +5.6% | +1.5% |
| 1Y | +1.6% | +3.2% | -1.6% | -3.5% |
| 3Y | +16.0% | +45.9% | -29.9% | -9.8% |
| 5Y | +16.1% | +144.7% | -128.5% | -34.4% |
| All | +205.7% | +1,235.7% | -1,030.0% | +11.0% |
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