+1,145.8%
TXN vs LPLA
+1,275.5%
-129.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.5% | +2.7% | +0.9% |
| 7D | +2.2% | -2.1% | +4.3% | +2.8% |
| 30D | -9.5% | -3.3% | -6.1% | -8.7% |
| 3M | -10.5% | +23.5% | -34.1% | -16.1% |
| 6M | +35.4% | +12.0% | +23.4% | +29.6% |
| YTD | +51.8% | -1.7% | +53.4% | +50.0% |
| 1Y | +42.9% | +3.2% | +39.7% | +38.8% |
| 3Y | +71.3% | +46.2% | +25.1% | +47.4% |
| 5Y | +58.0% | +144.9% | -86.9% | +12.4% |
| 10Y | +393.3% | +1,195.1% | -801.8% | +114.6% |
| All | +1,145.8% | +1,275.5% | -129.6% | +371.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling