+739.1%
XBI vs LPLA
+1,273.0%
-533.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -3.6% | -1.5% | -2.1% | -3.2% |
| 30D | +0.9% | -6.0% | +6.8% | +2.7% |
| 3M | +21.4% | +21.4% | +0.1% | +13.4% |
| 6M | +25.5% | +12.1% | +13.4% | +19.7% |
| YTD | +30.8% | -1.8% | +32.7% | +29.4% |
| 1Y | +68.6% | +3.2% | +65.4% | +63.2% |
| 3Y | +103.9% | +45.9% | +58.0% | +69.1% |
| 5Y | +20.8% | +144.7% | -123.9% | -19.9% |
| 10Y | +164.0% | +1,222.4% | -1,058.5% | -11.6% |
| All | +739.1% | +1,273.0% | -533.9% | +159.0% |
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