+46.4%
FBTC vs LPLA
+25.8%
+20.6%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.5% |
| 7D | -9.2% | -0.9% | -8.2% | -9.0% |
| 30D | -15.8% | -9.5% | -6.3% | -13.8% |
| 3M | +8.7% | -21.9% | +30.5% | +16.1% |
| 6M | -13.6% | -2.6% | -11.0% | -14.4% |
| YTD | -21.5% | -17.8% | -3.7% | -17.7% |
| 1Y | -29.9% | -21.2% | -8.8% | -25.7% |
| All | +46.4% | +25.8% | +20.6% | +36.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling