+144.7%
LPLA vs FIVN
-82.0%
+226.7%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.6% | +0.2% |
| 7D | -1.5% | -9.6% | +8.0% | -0.1% |
| 30D | -6.0% | -11.9% | +5.9% | -4.3% |
| 3M | +21.4% | +40.1% | -18.7% | +14.2% |
| 6M | +12.1% | +68.3% | -56.3% | +0.9% |
| YTD | -1.8% | +51.5% | -53.3% | -10.5% |
| 1Y | +3.2% | +15.1% | -11.9% | -1.6% |
| 3Y | +45.9% | -55.6% | +101.5% | +54.0% |
| 5Y | +144.7% | -82.4% | +227.1% | +199.0% |
| All | +144.7% | -82.0% | +226.7% | +199.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling