+31.1%
SOLS vs LPLA
+3.2%
+28.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -2.0% |
| 7D | +3.7% | -1.5% | +5.3% | +3.6% |
| 30D | +5.0% | -6.0% | +11.0% | +4.4% |
| 3M | -21.1% | +21.4% | -42.5% | -19.3% |
| 6M | -14.2% | +12.1% | -26.3% | -12.3% |
| YTD | +30.6% | -1.8% | +32.5% | +31.3% |
| All | +31.1% | +3.2% | +28.0% | +36.4% |
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