+79.2%
LPLA vs FIVE
+16.7%
+62.5%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | -0.9% | +2.7% | -3.6% | -1.4% |
| 30D | -9.5% | +12.7% | -22.2% | -11.5% |
| 3M | -21.9% | +2.1% | -23.9% | -22.4% |
| 6M | -2.6% | +17.5% | -20.1% | -6.4% |
| YTD | -17.8% | +31.0% | -48.8% | -23.0% |
| 1Y | -21.2% | +67.7% | -88.9% | -29.8% |
| 3Y | +30.6% | +43.4% | -12.7% | +14.4% |
| All | +79.2% | +16.7% | +62.5% | +63.8% |
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