+8.9%
XLRE vs LPLA
+147.5%
-138.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | +0.7% |
| 7D | -1.2% | -1.5% | +0.4% | -1.0% |
| 30D | -2.4% | -6.0% | +3.6% | -1.8% |
| 3M | -2.5% | +24.0% | -26.5% | -4.7% |
| 6M | +4.0% | +17.0% | -13.0% | +2.0% |
| YTD | +9.3% | -0.7% | +10.0% | +8.9% |
| 1Y | +5.6% | +2.1% | +3.5% | +4.7% |
| 3Y | +31.3% | +48.7% | -17.4% | +22.9% |
| All | +8.9% | +147.5% | -138.6% | -7.6% |
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