+140.1%
SPXL vs LPLA
+145.5%
-5.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | -1.3% | -1.5% | +0.3% | -0.3% |
| 30D | -5.0% | -6.0% | +1.0% | -1.2% |
| 3M | +7.6% | +21.4% | -13.8% | -6.1% |
| 6M | +33.6% | +12.1% | +21.5% | +21.3% |
| YTD | +28.1% | -1.8% | +29.9% | +25.8% |
| 1Y | +43.6% | +3.2% | +40.4% | +34.9% |
| 3Y | +225.8% | +45.9% | +179.9% | +137.3% |
| 5Y | +140.1% | +144.7% | -4.6% | -4.5% |
| All | +140.1% | +145.5% | -5.5% | -4.5% |
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