+2,262.3%
NXPI vs LPLA
+1,047.9%
+1,214.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | +0.5% |
| 7D | +9.4% | -2.9% | +12.2% | +10.6% |
| 30D | +18.1% | -10.2% | +28.3% | +22.6% |
| 3M | +15.0% | -22.3% | +37.4% | +26.5% |
| 6M | -8.4% | -0.6% | -7.9% | -10.5% |
| YTD | +24.8% | -17.9% | +42.7% | +30.2% |
| 1Y | +33.3% | -22.1% | +55.4% | +42.3% |
| 3Y | +51.0% | +29.3% | +21.7% | +23.5% |
| 5Y | +34.5% | +81.0% | -46.5% | -10.1% |
| 10Y | +211.8% | +772.5% | -560.7% | +1.4% |
| All | +2,262.3% | +1,047.9% | +1,214.4% | +452.5% |
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