+980.0%
SMCI vs LPLA
+147.5%
+832.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.9% | +5.4% | +6.5% |
| 7D | +1.3% | -1.5% | +2.8% | +2.0% |
| 30D | +6.6% | -6.0% | +12.6% | +9.3% |
| 3M | +25.4% | +24.0% | +1.4% | +13.5% |
| 6M | +26.1% | +17.0% | +9.1% | +15.0% |
| YTD | +37.0% | -0.7% | +37.7% | +34.9% |
| 1Y | -8.8% | +2.1% | -10.9% | -11.5% |
| 3Y | +44.6% | +48.7% | -4.1% | +16.8% |
| All | +980.0% | +147.5% | +832.5% | +554.5% |
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