+48.6%
SRE vs LPLA
+145.5%
-96.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.4% | -0.5% |
| 7D | +1.5% | -1.5% | +3.0% | +1.6% |
| 30D | +0.8% | -6.0% | +6.8% | +1.5% |
| 3M | -5.8% | +21.4% | -27.1% | -8.2% |
| 6M | -7.8% | +12.1% | -19.9% | -9.5% |
| YTD | -2.4% | -1.8% | -0.5% | -2.7% |
| 1Y | +8.9% | +3.2% | +5.7% | +7.5% |
| 3Y | +31.1% | +45.9% | -14.9% | +23.9% |
| 5Y | +48.6% | +144.7% | -96.0% | +26.5% |
| All | +48.6% | +145.5% | -96.9% | +26.5% |
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