+593.7%
XLI vs LPLA
+1,049.8%
-456.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +3.8% | -0.9% | +4.7% | +4.0% |
| 30D | +1.0% | -9.5% | +10.5% | +3.4% |
| 3M | -8.9% | -21.9% | +13.0% | -2.9% |
| 6M | -2.3% | -2.6% | +0.3% | -2.9% |
| YTD | +9.7% | -17.8% | +27.5% | +13.6% |
| 1Y | +12.3% | -21.2% | +33.5% | +17.7% |
| 3Y | +71.5% | +30.6% | +40.8% | +48.7% |
| 5Y | +70.2% | +81.3% | -11.2% | +27.6% |
| 10Y | +227.5% | +773.9% | -546.5% | +47.2% |
| All | +593.7% | +1,049.8% | -456.0% | +155.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling