-86.1%
SPXU vs LPLA
+142.4%
-228.5%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +1.4% |
| 7D | +6.4% | -3.7% | +10.0% | +3.9% |
| 30D | +5.9% | -6.4% | +12.3% | +1.7% |
| 3M | -11.7% | +20.2% | -31.8% | +0.4% |
| 6M | -28.7% | +12.8% | -41.5% | -21.6% |
| YTD | -26.4% | -2.5% | -23.9% | -25.9% |
| 1Y | -35.2% | +1.9% | -37.2% | -31.9% |
| 3Y | -79.8% | +45.0% | -124.8% | -69.1% |
| 5Y | -86.1% | +146.6% | -232.7% | -52.7% |
| All | -86.1% | +142.4% | -228.5% | -52.7% |
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