+357.4%
SOXL vs LPLA
+0.7%
+356.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.3% | +10.2% | +10.0% |
| 7D | +5.3% | -3.1% | +8.4% | +6.2% |
| 30D | -11.2% | -0.1% | -11.1% | -11.2% |
| 3M | -55.4% | +23.2% | -78.6% | -59.1% |
| 6M | +107.1% | +15.5% | +91.6% | +94.3% |
| YTD | +179.0% | +0.9% | +178.2% | +184.0% |
| 1Y | +357.4% | +0.2% | +357.2% | +358.4% |
| All | +357.4% | +0.7% | +356.7% | +358.4% |
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 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