-57.1%
SOUN vs LPLA
+3.8%
-60.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -1.1% |
| 7D | -7.1% | -1.5% | -5.6% | -6.5% |
| 30D | -15.4% | -6.0% | -9.4% | -13.1% |
| 3M | -10.6% | +24.0% | -34.6% | -19.9% |
| 6M | -19.6% | +17.0% | -36.6% | -27.2% |
| YTD | -37.2% | -0.7% | -36.5% | -35.0% |
| 1Y | -57.1% | +2.1% | -59.2% | -57.0% |
| All | -57.1% | +3.8% | -60.8% | -57.0% |
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