+36.6%
FFIV vs LPLA
-16.5%
+53.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.6% | -5.1% | -2.0% |
| 7D | -9.8% | +15.7% | -25.5% | -14.5% |
| 30D | -28.1% | -6.2% | -21.9% | -26.3% |
| 3M | -20.0% | -12.0% | -8.0% | -17.0% |
| 6M | -0.1% | -2.7% | +2.7% | +2.0% |
| YTD | +29.2% | -12.5% | +41.7% | +33.3% |
| 1Y | +36.6% | -16.5% | +53.1% | +42.7% |
| All | +36.6% | -16.5% | +53.1% | +42.7% |
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