+565.2%
COPX vs LPLA
+1,251.7%
-686.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.8% |
| 7D | -2.3% | -1.5% | -0.8% | -1.8% |
| 30D | +0.3% | -6.0% | +6.3% | +2.6% |
| 3M | +6.8% | +24.0% | -17.2% | -2.3% |
| 6M | +7.9% | +17.0% | -9.0% | +0.2% |
| YTD | +23.7% | -0.7% | +24.4% | +21.7% |
| 1Y | +71.5% | +2.1% | +69.4% | +65.9% |
| 3Y | +149.1% | +48.7% | +100.4% | +95.9% |
| 5Y | +167.3% | +151.2% | +16.1% | +55.3% |
| All | +565.2% | +1,251.7% | -686.5% | +103.8% |
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 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