+1,051.0%
JCI vs LPLA
+1,311.2%
-260.3%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.0% |
| 7D | +3.8% | -3.1% | +6.9% | +4.8% |
| 30D | -5.7% | -0.1% | -5.6% | -5.7% |
| 3M | -1.4% | +23.2% | -24.6% | -8.0% |
| 6M | +4.1% | +15.5% | -11.4% | -1.5% |
| YTD | +21.7% | +0.9% | +20.9% | +19.3% |
| 1Y | +36.1% | +0.2% | +36.0% | +32.9% |
| 3Y | +154.4% | +55.2% | +99.2% | +111.5% |
| 5Y | +112.0% | +145.4% | -33.4% | +47.8% |
| 10Y | +322.2% | +1,229.7% | -907.4% | +74.5% |
| All | +1,051.0% | +1,311.2% | -260.3% | +325.7% |
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