+242.8%
FFIV vs LPLA
+1,198.0%
-955.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.2% | +4.0% | +3.9% |
| 7D | +3.5% | -1.5% | +5.0% | +3.9% |
| 30D | -1.3% | -6.0% | +4.7% | +0.5% |
| 3M | +2.4% | +21.4% | -19.0% | -3.6% |
| 6M | +41.8% | +12.1% | +29.7% | +35.8% |
| YTD | +58.5% | -1.8% | +60.4% | +57.4% |
| 1Y | +24.3% | +3.2% | +21.1% | +20.9% |
| 3Y | +152.0% | +45.9% | +106.1% | +114.9% |
| 5Y | +99.1% | +144.7% | -45.5% | +36.9% |
| 10Y | +242.8% | +1,222.4% | -979.7% | +44.1% |
| All | +242.8% | +1,198.0% | -955.2% | +44.1% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling