+1,222.4%
LPLA vs FIVE
+486.0%
+736.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.6% | +0.6% |
| 7D | -1.5% | +1.7% | -3.2% | -2.1% |
| 30D | -6.0% | +5.0% | -11.0% | -7.5% |
| 3M | +21.4% | +29.5% | -8.1% | +12.1% |
| 6M | +12.1% | +12.4% | -0.3% | +6.6% |
| YTD | -1.8% | +31.2% | -33.0% | -10.8% |
| 1Y | +3.2% | +72.9% | -69.7% | -13.9% |
| 3Y | +45.9% | +53.0% | -7.1% | +16.5% |
| 5Y | +144.7% | +34.2% | +110.5% | +93.8% |
| 10Y | +1,222.4% | +497.6% | +724.8% | +574.4% |
| All | +1,222.4% | +486.0% | +736.4% | +574.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded FIVE 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling