+1,051.6%
JCI vs LPLA
+1,084.6%
-33.0%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.2% | +4.7% | +3.1% |
| 7D | +2.9% | -3.2% | +6.1% | +3.9% |
| 30D | -6.9% | -8.6% | +1.7% | -5.1% |
| 3M | -6.3% | -18.7% | +12.4% | -1.2% |
| 6M | +2.6% | +4.5% | -2.0% | -0.5% |
| YTD | +21.8% | -15.3% | +37.1% | +24.8% |
| 1Y | +19.6% | -19.9% | +39.5% | +24.6% |
| 3Y | +194.9% | +33.4% | +161.5% | +154.5% |
| 5Y | +108.1% | +87.4% | +20.7% | +56.6% |
| 10Y | +307.6% | +800.4% | -492.8% | +86.0% |
| All | +1,051.6% | +1,084.6% | -33.0% | +345.1% |
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