+651.7%
FLEX vs LPLA
+797.0%
-145.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.2% | +6.0% | +4.8% |
| 7D | +2.2% | -3.2% | +5.4% | +4.0% |
| 30D | -32.6% | -8.6% | -24.0% | -30.9% |
| 3M | -35.5% | -18.7% | -16.8% | -30.3% |
| 6M | -45.6% | +4.5% | -50.1% | -48.7% |
| YTD | +30.7% | -15.3% | +46.0% | +34.4% |
| 1Y | +28.4% | -19.9% | +48.2% | +36.1% |
| 3Y | +301.7% | +33.4% | +268.3% | +215.5% |
| 5Y | +473.3% | +87.4% | +385.9% | +250.3% |
| 10Y | +651.7% | +800.4% | -148.7% | +155.0% |
| All | +651.7% | +797.0% | -145.3% | +155.0% |
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