+433.7%
FDX vs LPLA
+1,060.6%
-626.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.8% | -0.9% | -2.2% |
| 7D | -1.6% | +4.1% | -5.8% | -2.9% |
| 30D | +6.6% | -9.0% | +15.6% | +9.3% |
| 3M | -2.1% | -17.6% | +15.6% | +3.3% |
| 6M | +2.2% | -8.8% | +11.0% | +3.6% |
| YTD | +33.9% | -17.0% | +51.0% | +38.7% |
| 1Y | +50.2% | -20.4% | +70.6% | +57.5% |
| 3Y | +65.5% | +35.4% | +30.1% | +40.8% |
| 5Y | +74.1% | +79.7% | -5.7% | +29.1% |
| 10Y | +156.7% | +915.0% | -758.3% | +6.1% |
| All | +433.7% | +1,060.6% | -626.9% | +81.4% |
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 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