+44.2%
XLU vs LPLA
+147.5%
-103.3%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.4% |
| 7D | -1.6% | -1.5% | -0.1% | -1.5% |
| 30D | -3.3% | -6.0% | +2.7% | -3.1% |
| 3M | -3.2% | +24.0% | -27.2% | -4.1% |
| 6M | -7.0% | +17.0% | -23.9% | -7.7% |
| YTD | +0.6% | -0.7% | +1.3% | +0.6% |
| 1Y | +2.4% | +2.1% | +0.3% | +2.1% |
| 3Y | +46.3% | +48.7% | -2.4% | +42.6% |
| All | +44.2% | +147.5% | -103.3% | +38.6% |
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