+1,206.6%
CIEN vs LPLA
+757.5%
+449.1%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.3% | +0.2% |
| 7D | +27.4% | -2.8% | +30.1% | +28.4% |
| 30D | -26.6% | -10.2% | -16.4% | -24.8% |
| 3M | -32.0% | -22.3% | -9.7% | -27.2% |
| 6M | -49.1% | -0.5% | -48.6% | -50.2% |
| YTD | +25.7% | -17.9% | +43.6% | +29.1% |
| 1Y | +40.3% | -22.0% | +62.4% | +47.2% |
| 3Y | +566.2% | +29.4% | +536.8% | +477.8% |
| 5Y | +378.7% | +81.2% | +297.5% | +254.7% |
| All | +1,206.6% | +757.5% | +449.1% | +525.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling