+2,989.0%
FICO vs LPLA
+1,084.6%
+1,904.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | +0.5% |
| 7D | +4.0% | -3.2% | +7.1% | +5.0% |
| 30D | -1.5% | -8.6% | +7.1% | +0.7% |
| 3M | -29.8% | -18.7% | -11.1% | -25.4% |
| 6M | -33.3% | +4.5% | -37.8% | -35.3% |
| YTD | -56.9% | -15.3% | -41.6% | -55.6% |
| 1Y | -59.5% | -19.9% | -39.6% | -57.5% |
| 3Y | -26.9% | +33.4% | -60.3% | -38.1% |
| 5Y | +92.9% | +87.4% | +5.5% | +35.6% |
| 10Y | +539.5% | +800.4% | -260.9% | +137.1% |
| All | +2,989.0% | +1,084.6% | +1,904.4% | +762.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling