+4,800.5%
SNDK vs LPLA
-4.2%
+4,804.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.6% |
| 7D | +13.6% | -1.5% | +15.1% | +14.4% |
| 30D | +42.5% | -6.0% | +48.5% | +46.7% |
| 3M | +7.1% | +21.4% | -14.2% | -6.4% |
| 6M | +199.7% | +12.1% | +187.6% | +171.3% |
| YTD | +643.2% | -1.8% | +645.0% | +638.4% |
| 1Y | +2,402.0% | +3.2% | +2,398.8% | +2,303.5% |
| All | +4,800.5% | -4.2% | +4,804.7% | +4,614.4% |
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