+192.5%
JNJ vs LPLA
+1,251.7%
-1,059.2%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.5% |
| 7D | -3.5% | -1.5% | -2.0% | -3.4% |
| 30D | +2.3% | -6.0% | +8.3% | +2.9% |
| 3M | +12.0% | +24.0% | -12.1% | +9.7% |
| 6M | +10.5% | +17.0% | -6.5% | +8.6% |
| YTD | +30.4% | -0.7% | +31.1% | +29.9% |
| 1Y | +52.1% | +2.1% | +50.0% | +50.9% |
| 3Y | +77.8% | +48.7% | +29.1% | +66.4% |
| 5Y | +82.9% | +151.2% | -68.3% | +55.0% |
| All | +192.5% | +1,251.7% | -1,059.2% | +101.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling