+161.5%
SIRI vs LPLA
+1,273.0%
-1,111.5%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -3.9% | -1.5% | -2.4% | -3.6% |
| 30D | -0.8% | -6.0% | +5.1% | +0.6% |
| 3M | +4.3% | +21.4% | -17.1% | -0.8% |
| 6M | +34.1% | +12.1% | +22.0% | +29.3% |
| YTD | +47.3% | -1.8% | +49.2% | +45.7% |
| 1Y | +22.9% | +3.2% | +19.7% | +19.3% |
| 3Y | -24.6% | +45.9% | -70.5% | -34.6% |
| 5Y | -43.2% | +144.7% | -187.8% | -58.6% |
| 10Y | -12.3% | +1,222.4% | -1,234.8% | -60.6% |
| All | +161.5% | +1,273.0% | -1,111.5% | +4.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling