-0.6%
SWKS vs LPLA
+38.6%
-39.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.3% | -1.4% |
| 7D | -9.2% | +7.6% | -16.8% | -10.6% |
| 30D | -1.9% | -9.5% | +7.6% | -0.3% |
| 3M | +21.2% | -16.3% | +37.6% | +25.2% |
| 6M | +12.9% | -8.0% | +20.9% | +13.6% |
| YTD | +30.7% | -15.5% | +46.3% | +33.8% |
| 1Y | +14.1% | -19.4% | +33.5% | +18.5% |
| All | -0.6% | +38.6% | -39.1% | -5.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling