+742.7%
LPLA vs FIVN
+318.5%
+424.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | 0.0% |
| 7D | -3.1% | -2.3% | -0.8% | -2.7% |
| 30D | -0.1% | +12.4% | -12.5% | -2.2% |
| 3M | +23.2% | +36.0% | -12.8% | +16.8% |
| 6M | +15.5% | +86.0% | -70.4% | +3.1% |
| YTD | +0.9% | +65.9% | -65.0% | -8.8% |
| 1Y | +0.2% | +26.5% | -26.3% | -5.9% |
| 3Y | +55.2% | -54.2% | +109.4% | +63.2% |
| 5Y | +145.4% | -80.5% | +225.9% | +180.5% |
| 10Y | +1,229.7% | +109.6% | +1,120.0% | +910.2% |
| All | +742.7% | +318.5% | +424.2% | +468.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling