-98.0%
FCUV vs LPLA
-16.5%
-81.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +4.6% | -12.2% | -15.5% |
| 7D | -8.6% | +15.7% | -24.3% | -31.2% |
| 30D | -25.9% | -6.2% | -19.8% | -22.4% |
| 3M | -69.8% | -12.0% | -57.8% | -61.9% |
| 6M | -31.6% | -2.7% | -28.9% | -16.7% |
| YTD | -90.1% | -12.5% | -77.6% | -86.7% |
| 1Y | -98.0% | -16.5% | -81.5% | -97.2% |
| All | -98.0% | -16.5% | -81.5% | -97.2% |
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