+16,800.4%
FIX vs LPLA
+1,311.2%
+15,489.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -23.4% |
| 6M | +12.7% | +15.5% | -2.8% | +4.5% |
| YTD | +72.8% | +0.9% | +71.9% | +68.0% |
| 1Y | +122.9% | +0.2% | +122.7% | +116.4% |
| 3Y | +774.3% | +55.2% | +719.1% | +602.5% |
| 5Y | +2,049.5% | +145.4% | +1,904.0% | +1,270.4% |
| 10Y | +5,821.5% | +1,229.7% | +4,591.8% | +1,842.8% |
| All | +16,800.4% | +1,311.2% | +15,489.2% | +4,122.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling