+491.9%
SPCX vs LPLA
+54.5%
+437.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -11.0% |
| 7D | +2.8% | -3.2% | +6.0% | -12.6% |
| 30D | -14.5% | -8.6% | -5.9% | -60.6% |
| 3M | +4.8% | -18.7% | +23.5% | -77.0% |
| 6M | +443.4% | -19.4% | +462.8% | +150.7% |
| YTD | +443.4% | -19.4% | +462.8% | +150.7% |
| 1Y | +443.4% | -19.4% | +462.8% | +150.7% |
| All | +491.9% | +54.5% | +437.4% | +170.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling