-49.1%
CIEN vs LPLA
-0.6%
-48.5%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -2.2% | +11.0% | +8.3% |
| 7D | +8.7% | -3.2% | +11.9% | +7.7% |
| 30D | -26.9% | -8.6% | -18.3% | -26.8% |
| 3M | -23.6% | -18.7% | -4.9% | -25.9% |
| 6M | -49.1% | +4.5% | -53.6% | -46.9% |
| All | -49.1% | -0.6% | -48.5% | -46.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling