+2,105.4%
FIX vs LPLA
+145.4%
+1,960.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.0% |
| 7D | +6.0% | -3.1% | +9.1% | +7.3% |
| 30D | -7.2% | -0.1% | -7.2% | -7.4% |
| 3M | -15.9% | +23.2% | -39.1% | -23.3% |
| 6M | +12.7% | +15.5% | -2.8% | +4.7% |
| YTD | +72.8% | +0.9% | +71.9% | +68.6% |
| 1Y | +122.9% | +0.2% | +122.7% | +117.3% |
| 3Y | +774.3% | +55.2% | +719.1% | +614.0% |
| All | +2,105.4% | +145.4% | +1,960.0% | +1,247.7% |
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