+66.4%
FBTC vs LPLA
+50.2%
+16.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +1.1% | -1.5% | +2.7% | +1.6% |
| 30D | +22.3% | -6.0% | +28.2% | +24.5% |
| 3M | +26.0% | +21.4% | +4.6% | +17.8% |
| 6M | +13.2% | +12.1% | +1.1% | +7.9% |
| YTD | -10.7% | -1.8% | -8.9% | -10.6% |
| 1Y | -30.0% | +3.2% | -33.2% | -31.1% |
| All | +66.4% | +50.2% | +16.2% | +48.5% |
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 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