-11.3%
SIRI vs LPLA
+1,251.7%
-1,263.0%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -0.9% | +0.5% |
| 7D | +0.6% | -1.5% | +2.1% | +0.9% |
| 30D | +2.5% | -6.0% | +8.5% | +4.0% |
| 3M | +6.6% | +24.0% | -17.4% | +0.7% |
| 6M | +32.9% | +17.0% | +15.9% | +26.6% |
| YTD | +50.5% | -0.7% | +51.1% | +48.3% |
| 1Y | +28.0% | +2.1% | +25.9% | +24.5% |
| 3Y | -22.4% | +48.7% | -71.1% | -33.7% |
| 5Y | -41.3% | +151.2% | -192.5% | -58.8% |
| All | -11.3% | +1,251.7% | -1,263.0% | -59.1% |
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