+44.5%
CIEN vs LPLA
-21.6%
+66.0%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.1% | -4.6% | -4.6% |
| 7D | +15.3% | -0.9% | +16.2% | +15.1% |
| 30D | -22.0% | -9.5% | -12.5% | -21.7% |
| 3M | -36.6% | -21.9% | -14.8% | -36.8% |
| 6M | -51.5% | -2.6% | -48.8% | -51.0% |
| YTD | +20.0% | -17.8% | +37.8% | +22.2% |
| 1Y | +44.5% | -21.2% | +65.6% | +54.4% |
| All | +44.5% | -21.6% | +66.0% | +54.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling