+173.5%
FCEL vs LPLA
+2.8%
+170.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.7% | -5.2% | -5.7% |
| 7D | +6.3% | -3.7% | +9.9% | +7.4% |
| 30D | -18.8% | -6.4% | -12.4% | -17.0% |
| 3M | -3.8% | +20.2% | -24.0% | -12.9% |
| 6M | +121.1% | +12.8% | +108.3% | +106.1% |
| YTD | +113.3% | -2.5% | +115.8% | +118.7% |
| 1Y | +173.5% | +1.9% | +171.6% | +175.7% |
| All | +173.5% | +2.8% | +170.7% | +175.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling