+388.3%
JBL vs LPLA
+142.4%
+245.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.5% |
| 7D | -1.0% | -3.7% | +2.6% | +0.3% |
| 30D | -15.1% | -6.4% | -8.7% | -13.1% |
| 3M | -14.0% | +20.2% | -34.2% | -20.1% |
| 6M | +20.6% | +12.8% | +7.8% | +13.8% |
| YTD | +32.9% | -2.5% | +35.4% | +31.9% |
| 1Y | +40.5% | +1.9% | +38.6% | +36.4% |
| 3Y | +183.7% | +45.0% | +138.8% | +137.0% |
| 5Y | +388.3% | +146.6% | +241.7% | +188.8% |
| All | +388.3% | +142.4% | +245.9% | +188.8% |
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 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