+67.1%
FDX vs LPLA
+145.4%
-78.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.5% |
| 7D | -2.5% | -3.1% | +0.5% | -1.8% |
| 30D | +3.8% | -0.1% | +3.9% | +3.8% |
| 3M | -1.3% | +23.2% | -24.5% | -6.5% |
| 6M | +5.0% | +15.5% | -10.5% | +0.6% |
| YTD | +39.6% | +0.9% | +38.8% | +38.0% |
| 1Y | +81.1% | +0.2% | +81.0% | +78.6% |
| 3Y | +63.0% | +55.2% | +7.8% | +39.7% |
| All | +67.1% | +145.4% | -78.3% | +17.4% |
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