+368.8%
SNXX vs LPLA
-1.2%
+370.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.9% | -8.9% | -6.7% |
| 7D | -12.0% | -1.5% | -10.5% | -12.3% |
| 30D | +37.9% | -6.0% | +43.9% | +36.5% |
| 3M | -52.7% | +24.0% | -76.7% | -53.5% |
| 6M | +194.8% | +17.0% | +177.8% | +197.7% |
| All | +368.8% | -1.2% | +370.0% | +424.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling