+97.4%
JBL vs LPLA
+29.4%
+68.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | +6.3% | -0.9% | +7.3% | +6.6% |
| 30D | -13.5% | -9.5% | -4.0% | -11.6% |
| 3M | -31.3% | -21.9% | -9.5% | -26.6% |
| 6M | -28.4% | -2.6% | -25.8% | -29.2% |
| YTD | +11.6% | -17.8% | +29.4% | +16.1% |
| 1Y | +26.1% | -21.2% | +47.3% | +33.4% |
| 3Y | +97.4% | +30.6% | +66.7% | +79.7% |
| All | +97.4% | +29.4% | +68.0% | +79.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling