+148.9%
LPLA vs FIVE
+31.2%
+117.7%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.1% | -5.4% | -1.3% |
| 7D | -3.1% | +4.3% | -7.3% | -3.9% |
| 30D | -0.1% | +12.5% | -12.6% | -2.5% |
| 3M | +23.2% | +31.2% | -8.0% | +16.5% |
| 6M | +15.5% | +14.4% | +1.2% | +11.5% |
| YTD | +0.9% | +33.9% | -33.0% | -5.7% |
| 1Y | +0.2% | +65.1% | -64.9% | -10.6% |
| 3Y | +55.2% | +49.0% | +6.3% | +34.6% |
| All | +148.9% | +31.2% | +117.7% | +116.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling