-95.6%
FCUV vs LPLA
+848.2%
-943.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -2.5% | -62.7% | -64.5% |
| 7D | -47.9% | -2.1% | -45.9% | -46.9% |
| 30D | +13.7% | -3.3% | +17.0% | +16.0% |
| 3M | +97.0% | +23.5% | +73.5% | +93.4% |
| 6M | -66.1% | +12.0% | -78.1% | -66.3% |
| YTD | -81.8% | -1.7% | -80.1% | -81.5% |
| 1Y | -93.3% | +3.2% | -96.5% | -93.2% |
| 3Y | -99.2% | +46.2% | -145.4% | -99.2% |
| 5Y | -99.9% | +144.9% | -244.8% | -99.9% |
| 10Y | -98.5% | +1,195.1% | -1,293.6% | -98.6% |
| All | -95.6% | +848.2% | -943.8% | -96.2% |
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 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