+247.2%
CCJ vs LPLA
+1,311.2%
-1,064.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +0.7% | -3.1% | +3.8% | +1.8% |
| 30D | +6.9% | -0.1% | +6.9% | +6.8% |
| 3M | -11.6% | +23.2% | -34.9% | -17.9% |
| 6M | -16.2% | +15.5% | -31.8% | -21.1% |
| YTD | +10.1% | +0.9% | +9.2% | +8.1% |
| 1Y | +32.3% | +0.2% | +32.1% | +29.3% |
| 3Y | +171.3% | +55.2% | +116.1% | +124.5% |
| 5Y | +372.4% | +145.4% | +227.0% | +230.2% |
| 10Y | +1,070.0% | +1,229.7% | -159.6% | +383.9% |
| All | +247.2% | +1,311.2% | -1,064.1% | +20.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling