+170.7%
XLE vs LPLA
+1,194.2%
-1,023.5%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.5% | +3.6% | +2.1% |
| 7D | 0.0% | -2.1% | +2.1% | +0.8% |
| 30D | +12.6% | -3.3% | +16.0% | +14.1% |
| 3M | +11.8% | +23.5% | -11.7% | +1.7% |
| 6M | +16.1% | +12.0% | +4.1% | +8.9% |
| YTD | +46.9% | -1.7% | +48.5% | +44.2% |
| 1Y | +53.3% | +3.2% | +50.0% | +46.1% |
| 3Y | +54.9% | +46.2% | +8.7% | +20.3% |
| 5Y | +225.7% | +144.9% | +80.8% | +81.8% |
| 10Y | +170.7% | +1,195.1% | -1,024.4% | -19.7% |
| All | +170.7% | +1,194.2% | -1,023.5% | -19.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling