-49.3%
SOUN vs LPLA
+0.7%
-50.0%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -5.2% | -3.1% | -2.1% | -4.0% |
| 30D | +4.8% | -0.1% | +4.9% | +4.7% |
| 3M | -15.9% | +23.2% | -39.1% | -23.4% |
| 6M | -17.4% | +15.5% | -32.9% | -23.3% |
| YTD | -32.4% | +0.9% | -33.3% | -30.7% |
| 1Y | -49.3% | +0.2% | -49.4% | -49.7% |
| All | -49.3% | +0.7% | -50.0% | -49.7% |
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