+550.6%
ROKU vs LPLA
+636.4%
-85.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -3.0% | -1.5% | -1.5% | -2.5% |
| 30D | +0.7% | -6.0% | +6.7% | +2.7% |
| 3M | +26.5% | +21.4% | +5.1% | +18.0% |
| 6M | +52.6% | +12.1% | +40.6% | +45.3% |
| YTD | +40.9% | -1.8% | +42.8% | +39.7% |
| 1Y | +57.6% | +3.2% | +54.4% | +53.0% |
| 3Y | +83.2% | +45.9% | +37.2% | +57.1% |
| 5Y | -54.8% | +144.7% | -199.5% | -67.9% |
| All | +550.6% | +636.4% | -85.7% | +286.8% |
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 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