-36.5%
SWKS vs LPLA
+80.3%
-116.9%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | +9.4% | -0.9% | +10.4% | +9.6% |
| 30D | +17.0% | -9.5% | +26.5% | +19.3% |
| 3M | +28.9% | -21.9% | +50.8% | +36.8% |
| 6M | +33.1% | -2.6% | +35.8% | +31.3% |
| YTD | +44.8% | -17.8% | +62.6% | +49.4% |
| 1Y | +36.2% | -21.2% | +57.4% | +42.5% |
| 3Y | +11.5% | +30.6% | -19.1% | -4.5% |
| All | -36.5% | +80.3% | -116.9% | -55.3% |
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