+282.0%
FITB vs LPLA
+1,226.8%
-944.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.8% |
| 7D | -1.0% | -3.7% | +2.7% | +1.2% |
| 30D | -5.5% | -6.4% | +0.9% | -1.9% |
| 3M | +4.1% | +20.2% | -16.1% | -7.3% |
| 6M | +18.7% | +12.8% | +5.9% | +8.6% |
| YTD | +18.2% | -2.5% | +20.7% | +16.6% |
| 1Y | +23.7% | +1.9% | +21.7% | +17.3% |
| 3Y | +130.8% | +45.0% | +85.8% | +62.0% |
| 5Y | +69.8% | +146.6% | -76.8% | -22.8% |
| All | +282.0% | +1,226.8% | -944.8% | -26.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling