-86.3%
SEDG vs LPLA
+142.4%
-228.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.7% | +5.0% | +4.6% |
| 7D | +8.7% | -3.7% | +12.4% | +9.8% |
| 30D | +10.3% | -6.4% | +16.7% | +12.0% |
| 3M | -32.6% | +20.2% | -52.8% | -36.8% |
| 6M | -3.6% | +12.8% | -16.4% | -8.6% |
| YTD | +27.4% | -2.5% | +29.9% | +26.3% |
| 1Y | +24.9% | +1.9% | +23.0% | +21.9% |
| 3Y | -75.3% | +45.0% | -120.3% | -79.6% |
| 5Y | -86.3% | +146.6% | -232.9% | -92.6% |
| All | -86.3% | +142.4% | -228.7% | -92.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling