+123.8%
STX vs LPLA
-16.5%
+140.3%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +4.6% | -12.8% | -8.2% |
| 7D | -20.2% | +15.7% | -35.9% | -20.8% |
| 30D | -37.2% | -6.2% | -31.0% | -36.5% |
| 3M | -34.1% | -12.0% | -22.0% | -32.7% |
| 6M | -24.5% | -2.7% | -21.7% | -24.6% |
| YTD | +102.9% | -12.5% | +115.5% | +116.1% |
| 1Y | +123.8% | -16.5% | +140.3% | +155.3% |
| All | +123.8% | -16.5% | +140.3% | +155.3% |
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