+1,431.9%
CIEN vs LPLA
+1,226.8%
+205.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.8% |
| 7D | +5.4% | -3.7% | +9.0% | +6.6% |
| 30D | -13.7% | -6.4% | -7.3% | -11.9% |
| 3M | -23.0% | +20.2% | -43.2% | -28.1% |
| 6M | -0.8% | +12.8% | -13.7% | -6.5% |
| YTD | +43.1% | -2.5% | +45.6% | +40.7% |
| 1Y | +157.6% | +1.9% | +155.7% | +148.9% |
| 3Y | +593.8% | +45.0% | +548.9% | +488.4% |
| 5Y | +520.6% | +146.6% | +374.0% | +321.0% |
| All | +1,431.9% | +1,226.8% | +205.1% | +542.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling