+120.1%
SPOT vs LPLA
+80.3%
+39.7%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.3% |
| 7D | +1.6% | -0.9% | +2.5% | +1.8% |
| 30D | +16.9% | -9.5% | +26.4% | +19.6% |
| 3M | +23.0% | -21.9% | +44.8% | +30.6% |
| 6M | +42.2% | -2.6% | +44.8% | +41.7% |
| YTD | +5.5% | -17.8% | +23.3% | +8.5% |
| 1Y | -5.1% | -21.2% | +16.1% | -1.1% |
| 3Y | +257.9% | +30.6% | +227.3% | +201.8% |
| All | +120.1% | +80.3% | +39.7% | +39.3% |
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 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