+27.5%
SOLS vs LPLA
+4.4%
+23.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | +0.1% |
| 7D | -3.5% | -1.5% | -1.9% | -3.6% |
| 30D | -1.0% | -6.0% | +5.0% | -1.6% |
| 3M | -24.1% | +24.0% | -48.1% | -22.2% |
| 6M | -18.0% | +17.0% | -35.0% | -15.7% |
| YTD | +27.1% | -0.7% | +27.7% | +27.9% |
| All | +27.5% | +4.4% | +23.1% | +32.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling