+47.7%
FITB vs LPLA
+92.2%
-44.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.7% |
| 7D | +0.5% | +3.6% | -3.2% | -1.0% |
| 30D | +7.0% | -6.8% | +13.8% | +9.2% |
| 3M | -4.4% | -17.0% | +12.7% | +2.2% |
| 6M | +11.6% | +1.8% | +9.7% | +8.7% |
| YTD | +18.6% | -13.4% | +32.0% | +22.5% |
| 1Y | +29.8% | -17.5% | +47.3% | +36.9% |
| 3Y | +140.7% | +36.5% | +104.2% | +89.4% |
| All | +47.7% | +92.2% | -44.5% | -12.6% |
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