+176.8%
CCJ vs LPLA
+50.5%
+126.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.5% | +3.8% | +1.9% |
| 7D | +5.9% | -2.1% | +8.0% | +6.5% |
| 30D | +4.7% | -3.3% | +8.0% | +5.6% |
| 3M | -3.3% | +23.5% | -26.8% | -9.5% |
| 6M | -7.0% | +12.0% | -19.0% | -10.7% |
| YTD | +11.5% | -1.7% | +13.1% | +11.4% |
| 1Y | +32.3% | +3.2% | +29.1% | +29.5% |
| 3Y | +176.8% | +46.2% | +130.6% | +147.0% |
| All | +176.8% | +50.5% | +126.4% | +147.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling