+134.6%
FCX vs LPLA
+145.5%
-10.9%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +3.1% | -1.5% | +4.7% | +3.7% |
| 30D | +8.1% | -6.0% | +14.1% | +10.6% |
| 3M | +18.9% | +21.4% | -2.4% | +9.4% |
| 6M | +26.6% | +12.1% | +14.5% | +19.6% |
| YTD | +51.2% | -1.8% | +53.0% | +49.7% |
| 1Y | +75.6% | +3.2% | +72.3% | +69.5% |
| 3Y | +101.7% | +45.9% | +55.8% | +62.0% |
| 5Y | +134.6% | +144.7% | -10.0% | +26.5% |
| All | +134.6% | +145.5% | -10.9% | +26.5% |
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