+3,508.9%
SOXX vs LPLA
+1,289.5%
+2,219.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.9% | 0.0% | +1.2% |
| 7D | +1.4% | -1.5% | +2.9% | +1.9% |
| 30D | -3.6% | -6.0% | +2.4% | -1.6% |
| 3M | -10.2% | +24.0% | -34.2% | -17.3% |
| 6M | +54.2% | +17.0% | +37.2% | +43.7% |
| YTD | +75.2% | -0.7% | +75.9% | +72.0% |
| 1Y | +107.5% | +2.1% | +105.4% | +101.0% |
| 3Y | +226.8% | +48.7% | +178.1% | +172.0% |
| 5Y | +251.2% | +151.2% | +100.0% | +135.8% |
| 10Y | +1,567.6% | +1,238.3% | +329.4% | +541.4% |
| All | +3,508.9% | +1,289.5% | +2,219.5% | +1,114.1% |
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