+74.1%
FDX vs LPLA
+29.4%
+44.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.5% | +1.5% |
| 7D | +5.2% | -0.9% | +6.1% | +5.4% |
| 30D | +11.3% | -9.5% | +20.8% | +13.0% |
| 3M | -4.1% | -21.9% | +17.8% | -0.1% |
| 6M | +9.6% | -2.6% | +12.3% | +9.5% |
| YTD | +40.9% | -17.8% | +58.7% | +45.0% |
| 1Y | +53.0% | -21.2% | +74.2% | +58.9% |
| 3Y | +74.1% | +30.6% | +43.5% | +65.1% |
| All | +74.1% | +29.4% | +44.7% | +65.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling