+92.9%
FICO vs LPLA
+88.0%
+5.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | +0.2% |
| 7D | +4.0% | -3.2% | +7.1% | +4.6% |
| 30D | -1.5% | -8.6% | +7.1% | -0.1% |
| 3M | -29.8% | -18.7% | -11.1% | -27.2% |
| 6M | -33.3% | +4.5% | -37.8% | -34.4% |
| YTD | -56.9% | -15.3% | -41.6% | -56.0% |
| 1Y | -59.5% | -19.9% | -39.6% | -58.1% |
| 3Y | -26.9% | +33.4% | -60.3% | -32.7% |
| 5Y | +92.9% | +87.4% | +5.5% | +51.7% |
| All | +92.9% | +88.0% | +5.0% | +51.7% |
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