+53.4%
ROKU vs LPLA
-16.5%
+69.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.1% | +0.7% |
| 7D | +4.8% | +15.7% | -10.9% | +2.1% |
| 30D | +6.1% | -6.2% | +12.3% | +7.1% |
| 3M | +10.5% | -12.0% | +22.5% | +12.9% |
| 6M | +29.2% | -2.7% | +31.9% | +28.6% |
| YTD | +50.0% | -12.5% | +62.6% | +50.3% |
| 1Y | +53.4% | -16.5% | +69.9% | +55.5% |
| All | +53.4% | -16.5% | +69.9% | +55.5% |
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 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