-99.8%
FCEL vs LPLA
+1,049.0%
-1,148.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -3.0% | -3.4% | -5.0% |
| 7D | +14.8% | -2.8% | +17.5% | +16.2% |
| 30D | -33.9% | -10.2% | -23.7% | -31.4% |
| 3M | -52.7% | -22.3% | -30.4% | -47.8% |
| 6M | -40.0% | -0.5% | -39.6% | -41.8% |
| YTD | +40.2% | -17.9% | +58.1% | +47.6% |
| 1Y | +32.9% | -22.0% | +55.0% | +43.5% |
| 3Y | -66.8% | +29.4% | -96.2% | -73.7% |
| 5Y | -97.0% | +81.2% | -178.2% | -98.1% |
| 10Y | -99.1% | +773.4% | -872.5% | -99.7% |
| All | -99.8% | +1,049.0% | -1,148.8% | -99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling