+396.3%
COP vs LPLA
+1,060.6%
-664.3%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +1.3% |
| 7D | -11.5% | +4.1% | -15.7% | -13.3% |
| 30D | +5.0% | -9.0% | +14.0% | +7.7% |
| 3M | +17.5% | -17.6% | +35.1% | +24.9% |
| 6M | +16.2% | -8.8% | +25.1% | +17.7% |
| YTD | +48.8% | -17.0% | +65.8% | +54.3% |
| 1Y | +64.1% | -20.4% | +84.5% | +72.9% |
| 3Y | +25.7% | +35.4% | -9.8% | +1.1% |
| 5Y | +114.4% | +79.7% | +34.6% | +44.5% |
| 10Y | +331.7% | +915.0% | -583.3% | +49.0% |
| All | +396.3% | +1,060.6% | -664.3% | +50.7% |
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