+4.8%
FE vs LPLA
-17.5%
+22.3%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.4% | -4.3% | +0.3% |
| 7D | -0.5% | +3.6% | -4.2% | -0.4% |
| 30D | +4.3% | -6.8% | +11.1% | +3.8% |
| 3M | +0.4% | -17.0% | +17.4% | -1.0% |
| 6M | +6.9% | +1.8% | +5.1% | +7.4% |
| YTD | +8.0% | -13.4% | +21.4% | +7.4% |
| 1Y | +4.8% | -17.5% | +22.3% | +3.6% |
| All | +4.8% | -17.5% | +22.3% | +3.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling