+5,831.7%
FIX vs LPLA
+1,257.9%
+4,573.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.0% |
| 7D | +6.0% | -3.1% | +9.1% | +7.4% |
| 30D | -7.2% | -0.1% | -7.2% | -7.4% |
| 3M | -15.9% | +23.2% | -39.1% | -24.0% |
| 6M | +12.7% | +15.5% | -2.8% | +3.9% |
| YTD | +72.8% | +0.9% | +71.9% | +67.6% |
| 1Y | +122.9% | +0.2% | +122.7% | +115.9% |
| 3Y | +774.3% | +55.2% | +719.1% | +587.8% |
| 5Y | +2,049.5% | +145.4% | +1,904.0% | +1,197.2% |
| All | +5,831.7% | +1,257.9% | +4,573.9% | +2,028.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling