+30.0%
XHB vs LPLA
+80.3%
-50.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.7% | +0.7% |
| 7D | -0.2% | -0.9% | +0.7% | 0.0% |
| 30D | +9.9% | -9.5% | +19.4% | +11.7% |
| 3M | -6.3% | -21.9% | +15.6% | -2.3% |
| 6M | +3.8% | -2.6% | +6.5% | +3.6% |
| YTD | +0.1% | -17.8% | +17.9% | +2.7% |
| 1Y | -0.8% | -21.2% | +20.4% | +2.5% |
| 3Y | +35.6% | +30.6% | +5.0% | +21.0% |
| All | +30.0% | +80.3% | -50.3% | -2.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling