+24.2%
XLB vs LPLA
-17.5%
+41.7%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.3% |
| 7D | +0.5% | +3.6% | -3.2% | +0.1% |
| 30D | +6.9% | -6.8% | +13.7% | +7.3% |
| 3M | -0.2% | -17.0% | +16.9% | +1.3% |
| 6M | +3.3% | +1.8% | +1.5% | +2.6% |
| YTD | +18.0% | -13.4% | +31.4% | +19.0% |
| 1Y | +24.2% | -17.5% | +41.7% | +27.1% |
| All | +24.2% | -17.5% | +41.7% | +27.1% |
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