+1,387.4%
CBOE vs LPLA
+1,275.5%
+111.9%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.5% | +0.8% | -1.3% |
| 7D | -4.6% | -2.1% | -2.6% | -4.3% |
| 30D | +2.6% | -3.3% | +6.0% | +3.2% |
| 3M | +4.9% | +23.5% | -18.6% | +1.2% |
| 6M | -2.2% | +12.0% | -14.2% | -4.4% |
| YTD | +17.7% | -1.7% | +19.4% | +17.1% |
| 1Y | +26.1% | +3.2% | +22.9% | +24.1% |
| 3Y | +97.1% | +46.2% | +50.9% | +77.3% |
| 5Y | +149.2% | +144.9% | +4.3% | +97.4% |
| 10Y | +385.1% | +1,195.1% | -810.0% | +172.1% |
| All | +1,387.4% | +1,275.5% | +111.9% | +643.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded LPLA 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling