+39.3%
FFIV vs LPLA
+78.4%
-39.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.2% |
| 7D | -8.1% | +4.1% | -12.3% | -9.2% |
| 30D | -33.4% | -9.0% | -24.4% | -31.3% |
| 3M | -24.7% | -17.6% | -7.1% | -20.7% |
| 6M | -8.8% | -8.8% | 0.0% | -6.6% |
| YTD | +21.8% | -17.0% | +38.8% | +27.0% |
| 1Y | +25.3% | -20.4% | +45.7% | +32.0% |
| 3Y | +101.2% | +35.4% | +65.7% | +82.1% |
| All | +39.3% | +78.4% | -39.1% | +10.1% |
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 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