+93.4%
SOFI vs LPLA
+43.8%
+49.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.4% |
| 7D | -7.0% | -3.7% | -3.4% | -5.3% |
| 30D | -4.3% | -6.4% | +2.1% | -1.3% |
| 3M | +8.4% | +20.2% | -11.7% | -2.0% |
| 6M | -5.9% | +12.8% | -18.8% | -13.0% |
| YTD | -34.3% | -2.5% | -31.8% | -34.5% |
| 1Y | -32.6% | +1.9% | -34.5% | -34.6% |
| All | +93.4% | +43.8% | +49.5% | +86.0% |
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 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