+191.0%
JBL vs LPLA
+44.8%
+146.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | +4.0% | -1.5% | +5.6% | +4.5% |
| 30D | -7.5% | -6.0% | -1.5% | -5.7% |
| 3M | -14.1% | +21.4% | -35.4% | -19.9% |
| 6M | +25.9% | +12.1% | +13.8% | +19.7% |
| YTD | +36.7% | -1.8% | +38.5% | +35.8% |
| 1Y | +49.0% | +3.2% | +45.8% | +44.6% |
| All | +191.0% | +44.8% | +146.2% | +162.3% |
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