-48.8%
SE vs LPLA
-16.5%
-32.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.6% | -0.2% | +3.8% |
| 7D | +6.7% | +15.7% | -9.0% | +4.5% |
| 30D | -17.2% | -6.2% | -11.0% | -16.6% |
| 3M | -28.0% | -12.0% | -16.0% | -26.8% |
| 6M | -6.1% | -2.7% | -3.4% | -6.7% |
| YTD | -37.1% | -12.5% | -24.6% | -40.4% |
| 1Y | -48.8% | -16.5% | -32.2% | -50.8% |
| All | -48.8% | -16.5% | -32.3% | -50.8% |
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 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