-39.8%
COIN vs LPLA
+0.7%
-40.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -4.0% |
| 7D | +3.4% | -3.1% | +6.4% | +4.8% |
| 30D | +23.2% | -0.1% | +23.3% | +23.0% |
| 3M | +12.5% | +23.2% | -10.7% | +1.1% |
| 6M | -11.6% | +15.5% | -27.2% | -18.7% |
| YTD | -18.4% | +0.9% | -19.2% | -17.6% |
| 1Y | -39.8% | +0.2% | -40.0% | -39.5% |
| All | -39.8% | +0.7% | -40.5% | -39.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling