+66.7%
SNXX vs LPLA
-13.0%
+79.7%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +4.6% | -20.4% | -13.3% |
| 7D | -47.8% | +15.7% | -63.5% | -43.4% |
| 30D | -66.0% | -6.2% | -59.8% | -65.3% |
| 3M | -57.5% | -12.0% | -45.5% | -56.9% |
| 6M | -66.7% | -2.7% | -64.0% | -65.6% |
| All | +66.7% | -13.0% | +79.7% | +89.0% |
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