+6,733.0%
STX vs LPLA
+1,111.7%
+5,621.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.2% |
| 7D | -17.3% | +3.6% | -20.9% | -18.1% |
| 30D | -35.9% | -6.8% | -29.2% | -35.1% |
| 3M | -37.3% | -17.0% | -20.3% | -34.5% |
| 6M | -35.8% | +1.8% | -37.6% | -37.5% |
| YTD | +82.7% | -13.4% | +96.1% | +85.9% |
| 1Y | +71.6% | -17.5% | +89.1% | +77.4% |
| 3Y | +635.3% | +36.5% | +598.8% | +528.8% |
| 5Y | +483.8% | +92.6% | +391.1% | +331.5% |
| 10Y | +1,967.8% | +809.2% | +1,158.6% | +781.3% |
| All | +6,733.0% | +1,111.7% | +5,621.3% | +2,193.6% |
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