+11,459.5%
STX vs LPLA
+1,311.2%
+10,148.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.3% | +6.7% | +6.4% |
| 7D | +2.4% | -3.1% | +5.4% | +3.3% |
| 30D | +1.4% | -0.1% | +1.5% | +1.3% |
| 3M | -8.2% | +23.2% | -31.4% | -14.4% |
| 6M | +127.0% | +15.5% | +111.5% | +114.0% |
| YTD | +209.1% | +0.9% | +208.3% | +203.9% |
| 1Y | +365.4% | +0.2% | +365.3% | +354.8% |
| 3Y | +1,135.4% | +55.2% | +1,080.2% | +926.7% |
| 5Y | +991.5% | +145.4% | +846.1% | +656.6% |
| 10Y | +3,695.8% | +1,229.7% | +2,466.2% | +1,351.4% |
| All | +11,459.5% | +1,311.2% | +10,148.2% | +3,649.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling