+1,092.2%
FIX vs LPLA
+88.0%
+1,004.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.2% | +7.3% | +5.8% |
| 7D | +6.4% | -3.2% | +9.6% | +7.8% |
| 30D | -29.1% | -8.6% | -20.5% | -27.5% |
| 3M | -31.1% | -18.7% | -12.5% | -26.6% |
| 6M | -42.8% | +4.5% | -47.4% | -45.4% |
| YTD | +24.6% | -15.3% | +40.0% | +28.3% |
| 1Y | +21.9% | -19.9% | +41.8% | +29.0% |
| 3Y | +524.9% | +33.4% | +491.5% | +434.3% |
| 5Y | +1,092.2% | +87.4% | +1,004.8% | +736.0% |
| All | +1,092.2% | +88.0% | +1,004.3% | +736.0% |
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 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