+64.0%
XBI vs LPLA
+3.8%
+60.2%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.3% | -0.6% |
| 7D | -4.6% | -1.5% | -3.1% | -4.5% |
| 30D | -2.0% | -6.0% | +4.0% | -1.4% |
| 3M | +17.8% | +24.0% | -6.3% | +13.9% |
| 6M | +23.7% | +17.0% | +6.7% | +20.9% |
| YTD | +28.2% | -0.7% | +28.9% | +28.7% |
| 1Y | +64.0% | +2.1% | +61.9% | +63.3% |
| All | +64.0% | +3.8% | +60.2% | +63.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling