-65.6%
XE vs LPLA
-2.7%
-62.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | +4.6% | -13.1% | -7.9% |
| 7D | -12.9% | +15.7% | -28.6% | -11.9% |
| 30D | -30.3% | -6.2% | -24.1% | -30.1% |
| 3M | -45.9% | -12.0% | -33.9% | -46.3% |
| 6M | -66.2% | -2.7% | -63.5% | -64.5% |
| All | -65.6% | -2.7% | -62.9% | -63.7% |
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