+191.7%
COP vs LPLA
+143.6%
+48.0%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.5% | +3.1% | +1.3% |
| 7D | -0.8% | -2.1% | +1.2% | -0.3% |
| 30D | +15.6% | -3.3% | +18.9% | +16.6% |
| 3M | +14.3% | +23.5% | -9.2% | +6.9% |
| 6M | +17.0% | +12.0% | +5.0% | +11.9% |
| YTD | +47.4% | -1.7% | +49.1% | +46.2% |
| 1Y | +52.4% | +3.2% | +49.2% | +47.9% |
| 3Y | +20.8% | +46.2% | -25.4% | +2.5% |
| 5Y | +191.7% | +144.9% | +46.8% | +93.9% |
| All | +191.7% | +143.6% | +48.0% | +93.9% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling