+2,343.1%
JBL vs LPLA
+1,311.2%
+1,031.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +3.0% | -3.1% | +6.1% | +4.3% |
| 30D | -8.3% | -0.1% | -8.2% | -8.3% |
| 3M | -16.9% | +23.2% | -40.1% | -24.2% |
| 6M | +21.8% | +15.5% | +6.2% | +13.0% |
| YTD | +36.3% | +0.9% | +35.4% | +32.9% |
| 1Y | +49.5% | +0.2% | +49.3% | +45.2% |
| 3Y | +170.6% | +55.2% | +115.4% | +113.6% |
| 5Y | +408.4% | +145.4% | +263.0% | +215.9% |
| 10Y | +1,450.4% | +1,229.7% | +220.7% | +401.2% |
| All | +2,343.1% | +1,311.2% | +1,031.8% | +527.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling