+286.6%
SONY vs LPLA
+1,251.7%
-965.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.2% |
| 7D | -2.7% | -1.5% | -1.1% | -2.3% |
| 30D | +1.5% | -6.0% | +7.5% | +2.9% |
| 3M | +13.0% | +24.0% | -11.0% | +7.4% |
| 6M | +11.2% | +17.0% | -5.8% | +6.6% |
| YTD | -6.6% | -0.7% | -6.0% | -7.5% |
| 1Y | -18.1% | +2.1% | -20.2% | -19.7% |
| 3Y | +42.1% | +48.7% | -6.6% | +24.4% |
| 5Y | +11.0% | +151.2% | -140.2% | -18.1% |
| All | +286.6% | +1,251.7% | -965.1% | +105.8% |
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 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