+954.5%
SEI vs LPLA
+142.4%
+812.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.7% | -4.5% | -4.8% |
| 7D | +20.7% | -3.7% | +24.3% | +22.9% |
| 30D | +9.1% | -6.4% | +15.5% | +12.8% |
| 3M | -6.0% | +20.2% | -26.2% | -16.7% |
| 6M | +18.9% | +12.8% | +6.1% | +8.4% |
| YTD | +40.1% | -2.5% | +42.6% | +38.6% |
| 1Y | +120.6% | +1.9% | +118.7% | +111.7% |
| 3Y | +562.1% | +45.0% | +517.2% | +444.4% |
| 5Y | +954.5% | +146.6% | +807.9% | +505.0% |
| All | +954.5% | +142.4% | +812.1% | +505.0% |
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