+19,039.3%
SOXL vs LPLA
+1,263.8%
+17,775.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.7% | -7.4% | -7.3% |
| 7D | +8.5% | -3.7% | +12.1% | +12.5% |
| 30D | -13.0% | -6.4% | -6.6% | -7.4% |
| 3M | -35.9% | +20.2% | -56.1% | -49.6% |
| 6M | +112.1% | +12.8% | +99.2% | +72.0% |
| YTD | +175.4% | -2.5% | +177.9% | +156.3% |
| 1Y | +304.9% | +1.9% | +302.9% | +260.4% |
| 3Y | +448.6% | +45.0% | +403.6% | +259.3% |
| 5Y | +156.1% | +146.6% | +9.5% | +0.8% |
| 10Y | +4,957.3% | +1,213.6% | +3,743.7% | +442.9% |
| All | +19,039.3% | +1,263.8% | +17,775.5% | +1,538.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling