+336.0%
SWKS vs LPLA
+1,081.7%
-745.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.3% | -0.8% |
| 7D | -9.2% | +7.6% | -16.8% | -11.8% |
| 30D | -1.9% | -9.5% | +7.6% | +0.7% |
| 3M | +21.2% | -16.3% | +37.6% | +27.6% |
| 6M | +12.9% | -8.0% | +20.9% | +13.5% |
| YTD | +30.7% | -15.5% | +46.3% | +34.3% |
| 1Y | +14.1% | -19.4% | +33.5% | +19.4% |
| 3Y | -1.7% | +39.7% | -41.4% | -20.5% |
| 5Y | -43.0% | +83.0% | -126.0% | -60.5% |
| 10Y | +34.3% | +933.4% | -899.1% | -56.8% |
| All | +336.0% | +1,081.7% | -745.7% | +13.5% |
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