+1,009.5%
JCI vs LPLA
+1,049.8%
-40.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.3% | -2.3% |
| 7D | +3.2% | -0.9% | +4.1% | +3.5% |
| 30D | -8.6% | -9.5% | +0.9% | -6.5% |
| 3M | -7.7% | -21.9% | +14.1% | -1.5% |
| 6M | -2.6% | -2.6% | 0.0% | -3.3% |
| YTD | +17.4% | -17.8% | +35.2% | +21.3% |
| 1Y | +16.9% | -21.2% | +38.1% | +22.3% |
| 3Y | +186.7% | +30.6% | +156.1% | +148.9% |
| 5Y | +95.4% | +81.3% | +14.0% | +48.5% |
| 10Y | +292.7% | +773.9% | -481.2% | +80.8% |
| All | +1,009.5% | +1,049.8% | -40.2% | +332.7% |
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