+14.4%
FIX vs LPLA
-16.5%
+30.9%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +4.6% | -19.7% | -15.2% |
| 7D | -18.9% | +15.7% | -34.6% | -19.9% |
| 30D | -36.3% | -6.2% | -30.1% | -35.5% |
| 3M | -38.5% | -12.0% | -26.5% | -37.2% |
| 6M | -42.3% | -2.7% | -39.5% | -41.8% |
| YTD | +17.1% | -12.5% | +29.6% | +17.3% |
| 1Y | +14.4% | -16.5% | +30.9% | +22.0% |
| All | +14.4% | -16.5% | +30.9% | +22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling