+37.0%
SOLS vs LPLA
-13.6%
+50.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +14.0% | -0.9% | +14.9% | +13.9% |
| 30D | +10.0% | -9.5% | +19.5% | +9.8% |
| 3M | +5.8% | -21.9% | +27.7% | +4.5% |
| 6M | -25.2% | -2.6% | -22.6% | -24.0% |
| YTD | +36.5% | -17.8% | +54.3% | +36.4% |
| 1Y | +45.0% | -21.2% | +66.2% | +43.1% |
| All | +37.0% | -13.6% | +50.7% | +41.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling