+251.4%
CCJ vs LPLA
+1,275.5%
-1,024.1%
-85.1%
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 | +1.2% | -2.5% | +3.8% | +2.0% |
| 7D | +5.9% | -2.1% | +8.0% | +6.6% |
| 30D | +4.7% | -3.3% | +8.0% | +5.8% |
| 3M | -3.3% | +23.5% | -26.8% | -10.3% |
| 6M | -7.0% | +12.0% | -19.0% | -11.5% |
| YTD | +11.5% | -1.7% | +13.1% | +10.3% |
| 1Y | +32.3% | +3.2% | +29.1% | +28.1% |
| 3Y | +176.8% | +46.2% | +130.6% | +133.7% |
| 5Y | +351.8% | +144.9% | +206.9% | +216.1% |
| 10Y | +1,080.5% | +1,195.1% | -114.6% | +392.4% |
| All | +251.4% | +1,275.5% | -1,024.1% | +22.4% |
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