+618.5%
XLI vs LPLA
+1,311.2%
-692.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | -1.1% | -3.1% | +2.0% | -0.1% |
| 30D | -5.9% | -0.1% | -5.9% | -6.0% |
| 3M | -0.3% | +23.2% | -23.5% | -6.7% |
| 6M | +0.1% | +15.5% | -15.4% | -5.0% |
| YTD | +13.6% | +0.9% | +12.7% | +11.6% |
| 1Y | +17.2% | +0.2% | +17.0% | +14.7% |
| 3Y | +68.2% | +55.2% | +13.0% | +39.7% |
| 5Y | +80.7% | +145.4% | -64.7% | +24.2% |
| 10Y | +253.3% | +1,229.7% | -976.4% | +42.6% |
| All | +618.5% | +1,311.2% | -692.8% | +151.5% |
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 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