-79.5%
SPXS vs LPLA
+44.8%
-124.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.3% |
| 7D | +1.2% | -1.5% | +2.8% | +0.4% |
| 30D | +5.2% | -6.0% | +11.1% | +1.7% |
| 3M | -9.2% | +21.4% | -30.5% | +2.3% |
| 6M | -29.6% | +12.1% | -41.7% | -23.8% |
| YTD | -27.6% | -1.8% | -25.8% | -27.1% |
| 1Y | -36.7% | +3.2% | -39.9% | -33.3% |
| All | -79.5% | +44.8% | -124.3% | -72.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling