+24.2%
FIX vs LPLA
-21.6%
+45.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.4% | -1.4% |
| 7D | +9.4% | -0.9% | +10.4% | +9.5% |
| 30D | -27.8% | -9.5% | -18.3% | -27.0% |
| 3M | -35.6% | -21.9% | -13.7% | -33.3% |
| 6M | -45.2% | -2.6% | -42.6% | -45.6% |
| YTD | +19.5% | -17.8% | +37.3% | +20.4% |
| 1Y | +24.2% | -21.2% | +45.4% | +32.0% |
| All | +24.2% | -21.6% | +45.8% | +32.0% |
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