+110.3%
JCI vs LPLA
+145.5%
-35.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | +4.1% | -1.5% | +5.6% | +4.5% |
| 30D | -3.8% | -6.0% | +2.1% | -2.2% |
| 3M | -1.6% | +21.4% | -23.0% | -7.7% |
| 6M | +9.5% | +12.1% | -2.6% | +4.7% |
| YTD | +21.7% | -1.8% | +23.6% | +20.5% |
| 1Y | +37.1% | +3.2% | +33.9% | +32.7% |
| 3Y | +165.2% | +45.9% | +119.2% | +124.2% |
| 5Y | +110.3% | +144.7% | -34.4% | +39.4% |
| All | +110.3% | +145.5% | -35.3% | +39.4% |
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