+10,027.0%
FIX vs LPLA
+1,081.7%
+8,945.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -3.4% | -8.2% | -10.2% |
| 7D | -27.2% | +7.6% | -34.9% | -29.6% |
| 30D | -46.9% | -9.5% | -37.4% | -45.5% |
| 3M | -44.4% | -16.3% | -28.1% | -41.4% |
| 6M | -50.9% | -8.0% | -42.9% | -50.6% |
| YTD | +3.5% | -15.5% | +19.1% | +6.4% |
| 1Y | -2.1% | -19.4% | +17.3% | +2.9% |
| 3Y | +418.7% | +39.7% | +379.0% | +328.1% |
| 5Y | +894.6% | +83.0% | +811.5% | +604.5% |
| 10Y | +3,465.5% | +933.4% | +2,532.1% | +1,174.7% |
| All | +10,027.0% | +1,081.7% | +8,945.3% | +2,574.9% |
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