+1.9%
LPLA vs FLR
+30.6%
-28.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.7% | -0.5% |
| 7D | -3.7% | -6.9% | +3.2% | -3.2% |
| 30D | -6.4% | +1.1% | -7.5% | -6.5% |
| 3M | +20.2% | +14.3% | +5.9% | +17.6% |
| 6M | +12.8% | +19.1% | -6.3% | +9.2% |
| YTD | -2.5% | +35.1% | -37.6% | -7.3% |
| 1Y | +1.9% | +29.5% | -27.5% | -0.8% |
| All | +1.9% | +30.6% | -28.7% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 1y: compounded portfolio wealth divided by compounded FLR 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…
1y analysis · Full analysis span regression · 6 months rolling