+342.9%
CCJ vs LPLA
+145.5%
+197.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.4% | -1.5% |
| 7D | +4.2% | -1.5% | +5.7% | +4.8% |
| 30D | +3.2% | -6.0% | +9.2% | +5.4% |
| 3M | -1.8% | +21.4% | -23.2% | -9.2% |
| 6M | -13.5% | +12.1% | -25.6% | -18.2% |
| YTD | +9.7% | -1.8% | +11.6% | +8.8% |
| 1Y | +30.0% | +3.2% | +26.8% | +25.6% |
| 3Y | +172.6% | +45.9% | +126.7% | +120.5% |
| 5Y | +342.9% | +144.7% | +198.3% | +169.9% |
| All | +342.9% | +145.5% | +197.4% | +169.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling