+53.3%
FLNC vs LPLA
+0.7%
+52.6%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | -4.9% | -3.1% | -1.8% | -4.4% |
| 30D | -27.3% | -0.1% | -27.2% | -27.3% |
| 3M | -61.9% | +23.2% | -85.1% | -63.5% |
| 6M | -34.5% | +15.5% | -50.0% | -37.3% |
| YTD | -47.7% | +0.9% | -48.6% | -42.7% |
| 1Y | +53.3% | +0.2% | +53.2% | +53.5% |
| All | +53.3% | +0.7% | +52.6% | +53.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling