-46.6%
COIN vs LPLA
+147.3%
-193.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.1% | +0.6% |
| 7D | -5.1% | -1.5% | -3.5% | -4.1% |
| 30D | +17.6% | -6.0% | +23.6% | +22.0% |
| 3M | +9.2% | +24.0% | -14.8% | -5.6% |
| 6M | -11.8% | +17.0% | -28.8% | -22.3% |
| YTD | -22.5% | -0.7% | -21.8% | -23.8% |
| 1Y | -45.9% | +2.1% | -48.0% | -47.9% |
| 3Y | +117.4% | +48.7% | +68.7% | +65.6% |
| 5Y | -29.4% | +151.2% | -180.7% | -61.0% |
| All | -46.6% | +147.3% | -193.9% | -71.3% |
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