+2,103.2%
CIEN vs LPLA
+1,311.2%
+791.9%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.2% |
| 7D | -15.2% | -3.1% | -12.1% | -14.3% |
| 30D | -21.5% | -0.1% | -21.4% | -21.6% |
| 3M | -40.1% | +23.2% | -63.3% | -44.7% |
| 6M | -6.6% | +15.5% | -22.1% | -12.9% |
| YTD | +37.3% | +0.9% | +36.4% | +33.2% |
| 1Y | +174.5% | +0.2% | +174.4% | +166.3% |
| 3Y | +562.3% | +55.2% | +507.0% | +442.7% |
| 5Y | +463.9% | +145.4% | +318.5% | +276.0% |
| 10Y | +1,302.4% | +1,229.7% | +72.7% | +360.4% |
| All | +2,103.2% | +1,311.2% | +791.9% | +504.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling