+1,199.1%
SPXL vs LPLA
+1,251.7%
-52.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.9% | +0.5% | +0.9% |
| 7D | -2.5% | -1.5% | -1.0% | -1.3% |
| 30D | -4.2% | -6.0% | +1.8% | +0.5% |
| 3M | +8.1% | +24.0% | -15.9% | -10.4% |
| 6M | +35.6% | +17.0% | +18.6% | +15.6% |
| YTD | +28.8% | -0.7% | +29.5% | +23.7% |
| 1Y | +39.8% | +2.1% | +37.7% | +29.5% |
| 3Y | +221.4% | +48.7% | +172.7% | +106.9% |
| 5Y | +146.9% | +151.2% | -4.3% | -8.3% |
| All | +1,199.1% | +1,251.7% | -52.6% | +82.4% |
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