+34.8%
NXPI vs LPLA
+88.0%
-53.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.2% | +5.3% | +3.7% |
| 7D | +1.7% | -3.2% | +4.9% | +2.8% |
| 30D | +19.7% | -8.6% | +28.3% | +22.5% |
| 3M | +14.5% | -18.7% | +33.2% | +21.5% |
| 6M | -11.2% | +4.5% | -15.8% | -14.3% |
| YTD | +25.8% | -15.3% | +41.1% | +29.2% |
| 1Y | +35.2% | -19.9% | +55.1% | +41.8% |
| 3Y | +52.3% | +33.4% | +18.8% | +28.0% |
| 5Y | +34.8% | +87.4% | -52.6% | -11.3% |
| All | +34.8% | +88.0% | -53.1% | -11.3% |
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