+4,921.3%
SOXL vs LPLA
+1,251.7%
+3,669.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.9% | +3.4% | +3.1% |
| 7D | +3.9% | -1.5% | +5.4% | +5.6% |
| 30D | -14.3% | -6.0% | -8.3% | -8.8% |
| 3M | -45.6% | +24.0% | -69.7% | -59.5% |
| 6M | +117.2% | +17.0% | +100.2% | +65.6% |
| YTD | +189.8% | -0.7% | +190.5% | +161.7% |
| 1Y | +317.7% | +2.1% | +315.6% | +265.5% |
| 3Y | +478.6% | +48.7% | +429.9% | +244.8% |
| 5Y | +169.5% | +151.2% | +18.3% | -12.5% |
| All | +4,921.3% | +1,251.7% | +3,669.6% | +565.6% |
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 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