+340.2%
COP vs LPLA
+1,198.0%
-857.8%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.2% |
| 7D | -0.5% | -1.5% | +1.1% | +0.2% |
| 30D | +11.7% | -6.0% | +17.7% | +14.7% |
| 3M | +17.7% | +21.4% | -3.7% | +6.6% |
| 6M | +18.3% | +12.1% | +6.2% | +9.9% |
| YTD | +49.1% | -1.8% | +50.9% | +46.2% |
| 1Y | +53.3% | +3.2% | +50.1% | +45.3% |
| 3Y | +22.2% | +45.9% | -23.8% | -7.7% |
| 5Y | +193.3% | +144.7% | +48.7% | +53.2% |
| 10Y | +340.2% | +1,222.4% | -882.2% | +15.6% |
| All | +340.2% | +1,198.0% | -857.8% | +15.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling