+1,086.7%
FLEX vs LPLA
+1,198.0%
-111.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | +6.4% | -1.5% | +7.9% | +7.1% |
| 30D | -5.9% | -6.0% | +0.1% | -3.2% |
| 3M | -23.5% | +21.4% | -44.8% | -31.1% |
| 6M | +83.7% | +12.1% | +71.6% | +69.5% |
| YTD | +86.5% | -1.8% | +88.3% | +82.5% |
| 1Y | +100.5% | +3.2% | +97.3% | +90.2% |
| 3Y | +469.8% | +45.9% | +423.9% | +341.7% |
| 5Y | +725.7% | +144.7% | +581.0% | +355.4% |
| 10Y | +1,086.7% | +1,222.4% | -135.7% | +279.0% |
| All | +1,086.7% | +1,198.0% | -111.3% | +279.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling