+657.9%
XHB vs LPLA
+1,049.8%
-391.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +12.9% |
| 3M | -6.3% | -21.9% | +15.6% | +0.3% |
| 6M | +3.8% | -2.6% | +6.5% | +3.3% |
| YTD | +0.1% | -17.8% | +17.9% | +3.9% |
| 1Y | -0.8% | -21.2% | +20.4% | +4.2% |
| 3Y | +35.6% | +30.6% | +5.0% | +15.3% |
| 5Y | +29.6% | +81.3% | -51.8% | -6.1% |
| 10Y | +237.5% | +773.9% | -536.4% | +38.0% |
| All | +657.9% | +1,049.8% | -391.8% | +143.9% |
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