+495.0%
FIX vs LPLA
+37.2%
+457.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.6% | -1.0% |
| 7D | -13.9% | +3.6% | -17.6% | -15.1% |
| 30D | -35.5% | -6.8% | -28.8% | -34.4% |
| 3M | -33.9% | -17.0% | -16.9% | -29.7% |
| 6M | -43.3% | +1.8% | -45.1% | -45.3% |
| YTD | +18.7% | -13.4% | +32.0% | +21.8% |
| 1Y | +13.8% | -17.5% | +31.3% | +20.2% |
| 3Y | +495.0% | +36.5% | +458.5% | +415.1% |
| All | +495.0% | +37.2% | +457.7% | +415.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling