+253.9%
XLI vs LPLA
+1,251.7%
-997.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.8% | +0.5% |
| 7D | -1.7% | -1.5% | -0.1% | -1.2% |
| 30D | -7.3% | -6.0% | -1.3% | -5.5% |
| 3M | -1.3% | +24.0% | -25.4% | -8.4% |
| 6M | +2.2% | +17.0% | -14.8% | -3.9% |
| YTD | +11.7% | -0.7% | +12.4% | +10.2% |
| 1Y | +14.3% | +2.1% | +12.1% | +11.0% |
| 3Y | +70.3% | +48.7% | +21.7% | +40.5% |
| 5Y | +82.3% | +151.2% | -68.9% | +16.7% |
| All | +253.9% | +1,251.7% | -997.8% | +35.4% |
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