+607.8%
CIEN vs LPLA
+50.5%
+557.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.5% | +8.9% | +7.0% |
| 7D | -5.3% | -2.1% | -3.2% | -4.8% |
| 30D | -17.2% | -3.3% | -13.9% | -16.6% |
| 3M | -26.9% | +23.5% | -50.4% | -32.0% |
| 6M | +16.0% | +12.0% | +4.0% | +10.3% |
| YTD | +45.9% | -1.7% | +47.6% | +44.8% |
| 1Y | +186.8% | +3.2% | +183.6% | +178.0% |
| 3Y | +607.8% | +46.2% | +561.6% | +534.0% |
| All | +607.8% | +50.5% | +557.3% | +534.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling