+41.0%
XLE vs LPLA
-18.3%
+59.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.4% | -2.9% | +0.5% |
| 7D | -7.9% | +2.3% | -10.2% | -7.9% |
| 30D | -4.8% | -7.7% | +2.8% | -4.4% |
| 3M | +8.4% | -15.7% | +24.1% | +9.2% |
| 6M | +12.7% | +0.8% | +11.8% | +12.6% |
| YTD | +41.3% | -14.2% | +55.5% | +42.9% |
| All | +41.0% | -18.3% | +59.3% | +44.7% |
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 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