+100.5%
NXT vs LPLA
+50.5%
+50.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.5% | +3.7% | +1.8% |
| 7D | +2.9% | -2.1% | +4.9% | +3.4% |
| 30D | -17.2% | -3.3% | -13.9% | -16.6% |
| 3M | -32.0% | +23.5% | -55.5% | -36.3% |
| 6M | -15.8% | +12.0% | -27.8% | -19.3% |
| YTD | -1.9% | -1.7% | -0.2% | -2.7% |
| 1Y | +22.5% | +3.2% | +19.3% | +19.8% |
| 3Y | +100.5% | +46.2% | +54.3% | +88.2% |
| All | +100.5% | +50.5% | +50.1% | +88.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling