-43.6%
SWKS vs LPLA
+78.4%
-122.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.8% | +3.0% | +1.7% |
| 7D | -6.2% | +4.1% | -10.3% | -7.4% |
| 30D | -1.5% | -9.0% | +7.5% | +0.4% |
| 3M | +23.0% | -17.6% | +40.6% | +28.6% |
| 6M | +27.6% | -8.8% | +36.4% | +28.6% |
| YTD | +32.3% | -17.0% | +49.3% | +36.3% |
| 1Y | +20.1% | -20.4% | +40.5% | +25.5% |
| 3Y | +0.6% | +35.4% | -34.8% | -14.8% |
| All | -43.6% | +78.4% | -122.0% | -60.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling