-61.0%
FLNC vs LPLA
+46.5%
-107.5%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.9% | +0.6% | +2.1% |
| 7D | -4.1% | -1.5% | -2.5% | -3.8% |
| 30D | -24.8% | -6.0% | -18.8% | -23.8% |
| 3M | -59.1% | +24.0% | -83.1% | -61.4% |
| 6M | -42.0% | +17.0% | -59.0% | -45.2% |
| YTD | -49.8% | -0.7% | -49.1% | -49.1% |
| 1Y | +43.1% | +2.1% | +41.0% | +44.8% |
| 3Y | -61.0% | +48.7% | -109.6% | -59.3% |
| All | -61.0% | +46.5% | -107.5% | -59.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling