+80.4%
XLI vs LPLA
+142.4%
-62.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | -0.1% | -0.6% |
| 7D | -2.3% | -3.7% | +1.4% | -1.5% |
| 30D | -8.2% | -6.4% | -1.8% | -6.8% |
| 3M | +0.8% | +20.2% | -19.4% | -3.6% |
| 6M | +0.8% | +12.8% | -12.0% | -2.5% |
| YTD | +10.5% | -2.5% | +13.0% | +10.2% |
| 1Y | +14.1% | +1.9% | +12.2% | +12.1% |
| 3Y | +68.6% | +45.0% | +23.6% | +49.3% |
| 5Y | +80.4% | +146.6% | -66.2% | +28.5% |
| All | +80.4% | +142.4% | -62.0% | +28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling