+5.4%
SRE vs LPLA
+2.8%
+2.6%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.2% |
| 7D | -0.7% | -3.7% | +3.0% | -0.8% |
| 30D | -1.7% | -6.4% | +4.6% | -2.0% |
| 3M | -7.1% | +20.2% | -27.2% | -6.6% |
| 6M | -8.4% | +12.8% | -21.2% | -7.8% |
| YTD | -3.5% | -2.5% | -1.0% | -3.0% |
| 1Y | +5.4% | +1.9% | +3.4% | +6.0% |
| All | +5.4% | +2.8% | +2.6% | +6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling