+517.6%
SPMO vs LPLA
+1,251.7%
-734.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.3% | 0.0% |
| 7D | -0.9% | -1.5% | +0.6% | -0.6% |
| 30D | -1.9% | -6.0% | +4.1% | -0.4% |
| 3M | -1.4% | +24.0% | -25.4% | -7.3% |
| 6M | +25.5% | +17.0% | +8.5% | +19.2% |
| YTD | +24.8% | -0.7% | +25.5% | +23.4% |
| 1Y | +24.5% | +2.1% | +22.4% | +21.6% |
| 3Y | +157.1% | +48.7% | +108.5% | +122.7% |
| 5Y | +149.5% | +151.2% | -1.7% | +81.4% |
| All | +517.6% | +1,251.7% | -734.1% | +227.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling