-0.8%
XHB vs LPLA
-21.6%
+20.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.7% | +0.7% |
| 7D | -0.2% | -0.9% | +0.7% | -0.1% |
| 30D | +9.9% | -9.5% | +19.4% | +10.8% |
| 3M | -6.3% | -21.9% | +15.6% | -4.5% |
| 6M | +3.8% | -2.6% | +6.5% | +4.2% |
| YTD | +0.1% | -17.8% | +17.9% | +1.3% |
| 1Y | -0.8% | -21.2% | +20.4% | +1.8% |
| All | -0.8% | -21.6% | +20.7% | +1.8% |
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