+686.9%
SEI vs LPLA
+811.6%
-124.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.9% | +3.2% | +4.0% |
| 7D | +22.6% | -1.5% | +24.1% | +23.5% |
| 30D | +9.1% | -6.0% | +15.1% | +12.7% |
| 3M | -11.3% | +24.0% | -35.4% | -23.0% |
| 6M | +22.0% | +17.0% | +5.0% | +8.6% |
| YTD | +47.3% | -0.7% | +47.9% | +43.7% |
| 1Y | +124.8% | +2.1% | +122.6% | +114.6% |
| 3Y | +591.3% | +48.7% | +542.6% | +437.4% |
| 5Y | +1,008.2% | +151.2% | +857.0% | +502.5% |
| All | +686.9% | +811.6% | -124.6% | +138.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling