+1,186.7%
LPLA vs FIVN
+115.6%
+1,071.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -3.7% | -11.3% | +7.6% | -2.0% |
| 30D | -6.4% | -7.3% | +0.9% | -5.5% |
| 3M | +20.2% | +41.7% | -21.5% | +13.1% |
| 6M | +12.8% | +78.3% | -65.4% | +1.1% |
| YTD | -2.5% | +50.9% | -53.4% | -10.7% |
| 1Y | +1.9% | +19.7% | -17.7% | -3.5% |
| 3Y | +45.0% | -55.7% | +100.7% | +53.1% |
| 5Y | +146.6% | -82.6% | +229.2% | +187.0% |
| All | +1,186.7% | +115.6% | +1,071.1% | +936.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 10y: compounded portfolio wealth divided by compounded FIVN 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…
10y analysis · Full analysis span regression · 6 months rolling