+114.0%
CSCO vs LPLA
+143.6%
-29.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.5% | +0.5% |
| 7D | -0.5% | -2.1% | +1.6% | -0.1% |
| 30D | -10.1% | -3.3% | -6.8% | -9.5% |
| 3M | -11.7% | +23.5% | -35.3% | -15.6% |
| 6M | +40.1% | +12.0% | +28.1% | +36.1% |
| YTD | +43.8% | -1.7% | +45.5% | +43.2% |
| 1Y | +66.6% | +3.2% | +63.4% | +63.8% |
| 3Y | +108.5% | +46.2% | +62.3% | +89.4% |
| 5Y | +114.0% | +144.9% | -30.9% | +62.5% |
| All | +114.0% | +143.6% | -29.7% | +62.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling