+492.7%
SPCX vs LPLA
+49.9%
+442.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.1% | +0.5% |
| 7D | +13.2% | -2.8% | +16.0% | +13.6% |
| 30D | -10.6% | -10.2% | -0.4% | -9.4% |
| 3M | -4.2% | -22.3% | +18.0% | -1.5% |
| 6M | +536.7% | -0.5% | +537.1% | +538.4% |
| YTD | +542.4% | -17.9% | +560.2% | +544.8% |
| 1Y | +446.0% | -22.0% | +468.0% | +448.2% |
| All | +492.7% | +49.9% | +442.8% | +489.6% |
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 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