+113.9%
SOXX vs LPLA
+0.7%
+113.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.5% |
| 7D | +2.2% | -3.1% | +5.3% | +2.5% |
| 30D | -2.0% | -0.1% | -2.0% | -2.0% |
| 3M | -13.7% | +23.2% | -36.9% | -16.1% |
| 6M | +52.4% | +15.5% | +36.8% | +49.6% |
| YTD | +72.8% | +0.9% | +71.9% | +74.1% |
| 1Y | +113.9% | +0.2% | +113.7% | +113.4% |
| All | +113.9% | +0.7% | +113.2% | +113.4% |
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