+586.5%
LPLA vs FIVN
+243.6%
+342.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.5% |
| 7D | -0.9% | -2.8% | +1.9% | -0.6% |
| 30D | -9.5% | -17.4% | +7.9% | -7.4% |
| 3M | -21.9% | -19.2% | -2.7% | -20.2% |
| 6M | -2.6% | +29.4% | -32.0% | -8.1% |
| YTD | -17.8% | +36.3% | -54.1% | -24.3% |
| 1Y | -21.2% | +33.5% | -54.6% | -27.2% |
| 3Y | +30.6% | -56.8% | +87.5% | +37.4% |
| 5Y | +81.3% | -83.0% | +164.3% | +110.2% |
| 10Y | +773.9% | +87.3% | +686.7% | +570.1% |
| All | +586.5% | +243.6% | +342.9% | +372.4% |
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