-13.6%
SOUN vs LPLA
+84.1%
-97.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.2% |
| 7D | -4.4% | -1.5% | -2.9% | -3.4% |
| 30D | -13.1% | -6.0% | -7.2% | -9.5% |
| 3M | -7.7% | +21.4% | -29.1% | -20.5% |
| 6M | -21.2% | +12.1% | -33.2% | -29.3% |
| YTD | -35.0% | -1.8% | -33.2% | -35.5% |
| 1Y | -56.4% | +3.2% | -59.6% | -58.5% |
| 3Y | +181.7% | +45.9% | +135.8% | +111.8% |
| All | -13.6% | +84.1% | -97.7% | -55.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling