+2,684.0%
SNDK vs LPLA
+0.7%
+2,683.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.3% | +12.2% | +12.0% |
| 7D | +17.2% | -3.1% | +20.2% | +17.8% |
| 30D | +28.8% | -0.1% | +28.9% | +28.8% |
| 3M | -1.1% | +23.2% | -24.3% | -7.5% |
| 6M | +190.5% | +15.5% | +174.9% | +177.3% |
| YTD | +633.0% | +0.9% | +632.1% | +658.8% |
| 1Y | +2,684.0% | +0.2% | +2,683.8% | +2,720.2% |
| All | +2,684.0% | +0.7% | +2,683.3% | +2,720.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling