+297.4%
SWKS vs LPLA
+1,311.2%
-1,013.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.6% |
| 7D | +12.5% | -3.1% | +15.6% | +13.8% |
| 30D | +10.5% | -0.1% | +10.6% | +10.3% |
| 3M | -7.4% | +23.2% | -30.6% | -15.1% |
| 6M | +32.7% | +15.5% | +17.1% | +23.6% |
| YTD | +19.2% | +0.9% | +18.3% | +16.1% |
| 1Y | +2.4% | +0.2% | +2.2% | -0.7% |
| 3Y | -25.6% | +55.2% | -80.8% | -41.3% |
| 5Y | -53.4% | +145.4% | -198.9% | -70.9% |
| 10Y | +23.2% | +1,229.7% | -1,206.5% | -63.6% |
| All | +297.4% | +1,311.2% | -1,013.8% | -1.9% |
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