-3.0%
NXT vs LPLA
-23.2%
+20.2%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.1% | -3.8% | -6.2% |
| 7D | -6.0% | -2.9% | -3.1% | -5.4% |
| 30D | +5.4% | -10.2% | +15.7% | +7.4% |
| 3M | -9.7% | -22.3% | +12.6% | -5.1% |
| 6M | -25.3% | -0.6% | -24.8% | -27.7% |
| YTD | +7.5% | -17.9% | +25.4% | +10.1% |
| 1Y | -3.0% | -22.1% | +19.1% | +4.4% |
| All | -3.0% | -23.2% | +20.2% | +4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling