+42.0%
SOFI vs LPLA
+244.1%
-202.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.2% | -3.6% | -3.7% |
| 7D | -2.9% | -1.5% | -1.3% | -2.1% |
| 30D | -4.4% | -6.0% | +1.6% | -1.4% |
| 3M | +5.2% | +21.4% | -16.1% | -5.8% |
| 6M | -7.8% | +12.1% | -19.9% | -14.7% |
| YTD | -33.8% | -1.8% | -32.0% | -34.5% |
| 1Y | -33.3% | +3.2% | -36.5% | -36.0% |
| 3Y | +102.7% | +45.9% | +56.7% | +62.4% |
| 5Y | +10.5% | +144.7% | -134.2% | -40.5% |
| All | +42.0% | +244.1% | -202.1% | -44.3% |
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