+49.9%
XLE vs LPLA
-16.5%
+66.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +4.6% | -9.4% | -4.8% |
| 7D | -7.2% | +15.7% | -22.9% | -7.5% |
| 30D | +0.1% | -6.2% | +6.3% | +0.5% |
| 3M | +9.2% | -12.0% | +21.2% | +9.9% |
| 6M | +8.4% | -2.7% | +11.1% | +8.7% |
| YTD | +44.9% | -12.5% | +57.4% | +46.6% |
| 1Y | +49.9% | -16.5% | +66.4% | +54.1% |
| All | +49.9% | -16.5% | +66.3% | +54.1% |
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