+386.4%
CIEN vs LPLA
+88.0%
+298.5%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -2.2% | +11.0% | +9.4% |
| 7D | +8.7% | -3.2% | +11.9% | +9.8% |
| 30D | -26.9% | -8.6% | -18.3% | -25.6% |
| 3M | -23.6% | -18.7% | -4.9% | -19.7% |
| 6M | -49.1% | +4.5% | -53.6% | -50.9% |
| YTD | +26.6% | -15.3% | +41.9% | +29.2% |
| 1Y | +42.7% | -19.9% | +62.6% | +49.1% |
| 3Y | +570.8% | +33.4% | +537.4% | +488.0% |
| 5Y | +386.4% | +87.4% | +299.0% | +261.4% |
| All | +386.4% | +88.0% | +298.5% | +261.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling