+30.3%
SWKS vs LPLA
-20.7%
+51.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -2.2% | +8.2% | +6.0% |
| 7D | +5.7% | -3.2% | +8.9% | +5.7% |
| 30D | +17.3% | -8.6% | +26.0% | +17.7% |
| 3M | +28.3% | -18.7% | +46.9% | +29.9% |
| 6M | +26.1% | +4.5% | +21.5% | +24.4% |
| YTD | +41.1% | -15.3% | +56.4% | +41.8% |
| All | +30.3% | -20.7% | +51.0% | +35.0% |
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