+83.9%
ROKU vs LPLA
+46.5%
+37.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | -0.1% |
| 7D | -0.4% | -1.5% | +1.1% | +0.1% |
| 30D | +2.1% | -6.0% | +8.1% | +4.2% |
| 3M | +29.5% | +24.0% | +5.5% | +19.5% |
| 6M | +53.8% | +17.0% | +36.8% | +43.5% |
| YTD | +42.8% | -0.7% | +43.5% | +41.0% |
| 1Y | +60.7% | +2.1% | +58.6% | +56.3% |
| 3Y | +83.9% | +48.7% | +35.2% | +72.8% |
| All | +83.9% | +46.5% | +37.4% | +72.8% |
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