+1,931.8%
CIEN vs LPLA
+1,084.6%
+847.2%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -2.2% | +11.0% | +9.5% |
| 7D | +8.7% | -3.2% | +11.9% | +10.1% |
| 30D | -26.9% | -8.6% | -18.3% | -25.5% |
| 3M | -23.6% | -18.7% | -4.9% | -19.2% |
| 6M | -49.1% | +4.5% | -53.6% | -51.1% |
| YTD | +26.6% | -15.3% | +41.9% | +28.7% |
| 1Y | +42.7% | -19.9% | +62.6% | +48.4% |
| 3Y | +570.8% | +33.4% | +537.4% | +471.4% |
| 5Y | +386.4% | +87.4% | +299.0% | +252.1% |
| 10Y | +1,261.7% | +800.4% | +461.3% | +410.9% |
| All | +1,931.8% | +1,084.6% | +847.2% | +484.0% |
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 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