+117.4%
COIN vs LPLA
+46.5%
+70.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.1% | +0.6% |
| 7D | -5.1% | -1.5% | -3.5% | -4.2% |
| 30D | +17.6% | -6.0% | +23.6% | +21.8% |
| 3M | +9.2% | +24.0% | -14.8% | -5.4% |
| 6M | -11.8% | +17.0% | -28.8% | -22.1% |
| YTD | -22.5% | -0.7% | -21.8% | -23.3% |
| 1Y | -45.9% | +2.1% | -48.0% | -47.6% |
| 3Y | +117.4% | +48.7% | +68.7% | +91.8% |
| All | +117.4% | +46.5% | +70.8% | +91.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling