-56.4%
FICO vs LPLA
-16.5%
-39.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.6% | -7.9% | -3.8% |
| 7D | +0.4% | +15.7% | -15.3% | -1.5% |
| 30D | +1.7% | -6.2% | +7.8% | +2.3% |
| 3M | -33.0% | -12.0% | -21.0% | -32.6% |
| 6M | -33.9% | -2.7% | -31.1% | -33.2% |
| YTD | -58.5% | -12.5% | -46.0% | -58.5% |
| 1Y | -56.4% | -16.5% | -39.8% | -55.9% |
| All | -56.4% | -16.5% | -39.9% | -55.9% |
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