+76.9%
FICO vs LPLA
+78.4%
-1.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | 0.0% |
| 7D | -0.9% | +4.1% | -5.1% | -1.8% |
| 30D | +3.3% | -9.0% | +12.4% | +4.9% |
| 3M | -31.7% | -17.6% | -14.1% | -29.3% |
| 6M | -34.0% | -8.8% | -25.1% | -33.2% |
| YTD | -58.3% | -17.0% | -41.3% | -57.3% |
| 1Y | -57.9% | -20.4% | -37.5% | -56.5% |
| 3Y | -24.1% | +35.4% | -59.5% | -30.2% |
| All | +76.9% | +78.4% | -1.5% | +40.4% |
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