+3,676.0%
STX vs LPLA
+1,194.2%
+2,481.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.5% | +9.0% | +7.2% |
| 7D | +10.7% | -2.1% | +12.8% | +11.4% |
| 30D | +11.3% | -3.3% | +14.6% | +12.2% |
| 3M | +3.2% | +23.5% | -20.3% | -3.9% |
| 6M | +157.0% | +12.0% | +145.0% | +144.5% |
| YTD | +229.2% | -1.7% | +230.9% | +226.2% |
| 1Y | +381.8% | +3.2% | +378.6% | +367.1% |
| 3Y | +1,383.2% | +46.2% | +1,337.0% | +1,155.4% |
| 5Y | +1,144.9% | +144.9% | +1,000.0% | +756.3% |
| 10Y | +3,676.0% | +1,195.1% | +2,481.0% | +1,657.6% |
| All | +3,676.0% | +1,194.2% | +2,481.8% | +1,657.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling