-71.1%
FLNC vs LPLA
+107.5%
-178.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.2% | -8.2% | -8.3% |
| 7D | -4.2% | -1.5% | -2.6% | -3.7% |
| 30D | -20.0% | -6.0% | -14.0% | -18.3% |
| 3M | -56.9% | +21.4% | -78.2% | -60.3% |
| 6M | -35.5% | +12.1% | -47.6% | -39.9% |
| YTD | -48.8% | -1.8% | -47.0% | -48.7% |
| 1Y | +49.3% | +3.2% | +46.1% | +46.9% |
| 3Y | -61.8% | +45.9% | -107.7% | -69.1% |
| All | -71.1% | +107.5% | -178.6% | -83.0% |
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 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