+143.8%
CCJ vs LPLA
+1,049.8%
-906.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.5% | -1.5% |
| 7D | -0.8% | -0.9% | +0.1% | -0.5% |
| 30D | -13.2% | -9.5% | -3.7% | -11.1% |
| 3M | -27.6% | -21.9% | -5.8% | -22.5% |
| 6M | -38.7% | -2.6% | -36.1% | -39.3% |
| YTD | -22.7% | -17.8% | -4.9% | -19.8% |
| 1Y | -17.6% | -21.2% | +3.6% | -13.2% |
| 3Y | +62.7% | +30.6% | +32.1% | +40.9% |
| 5Y | +159.7% | +81.3% | +78.4% | +98.0% |
| 10Y | +769.3% | +773.9% | -4.6% | +302.7% |
| All | +143.8% | +1,049.8% | -906.0% | -11.0% |
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