+404.4%
SNXX vs LPLA
-3.0%
+407.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.7% | -7.3% | -8.1% |
| 7D | +16.8% | -3.7% | +20.4% | +15.9% |
| 30D | +65.3% | -6.4% | +71.7% | +63.3% |
| 3M | -34.8% | +20.2% | -55.0% | -36.0% |
| 6M | +255.1% | +12.8% | +242.3% | +259.8% |
| All | +404.4% | -3.0% | +407.4% | +462.3% |
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