+23.5%
XHB vs LPLA
+44.8%
-21.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -1.9% | -1.5% | -0.4% | -1.8% |
| 30D | -8.3% | -6.0% | -2.4% | -7.7% |
| 3M | -7.1% | +21.4% | -28.5% | -9.2% |
| 6M | -5.3% | +12.1% | -17.3% | -6.5% |
| YTD | -3.2% | -1.8% | -1.3% | -3.3% |
| 1Y | -13.9% | +3.2% | -17.1% | -14.5% |
| All | +23.5% | +44.8% | -21.3% | +19.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling