+1,447.6%
CIEN vs LPLA
+1,235.7%
+211.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -4.6% | -1.5% | -3.0% | -4.2% |
| 30D | -12.8% | -6.0% | -6.8% | -11.2% |
| 3M | -23.1% | +21.4% | -44.4% | -28.4% |
| 6M | +6.1% | +12.1% | -6.0% | +0.3% |
| YTD | +44.5% | -1.8% | +46.4% | +41.9% |
| 1Y | +176.6% | +3.2% | +173.4% | +166.2% |
| 3Y | +601.0% | +45.9% | +555.0% | +493.1% |
| 5Y | +509.1% | +144.7% | +364.5% | +314.4% |
| All | +1,447.6% | +1,235.7% | +211.9% | +547.5% |
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