-57.9%
FICO vs LPLA
-20.6%
-37.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | -0.2% |
| 7D | -0.9% | +4.1% | -5.1% | -1.6% |
| 30D | +3.3% | -9.0% | +12.4% | +4.3% |
| 3M | -31.7% | -17.6% | -14.1% | -30.7% |
| 6M | -34.0% | -8.8% | -25.1% | -32.8% |
| YTD | -58.3% | -17.0% | -41.3% | -58.1% |
| 1Y | -57.9% | -20.4% | -37.5% | -57.3% |
| All | -57.9% | -20.6% | -37.4% | -57.3% |
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