+110.8%
JNJ vs LPLA
+29.4%
+81.4%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +3.5% | -0.9% | +4.4% | +3.4% |
| 30D | +12.5% | -9.5% | +22.0% | +12.2% |
| 3M | +9.6% | -21.9% | +31.4% | +8.8% |
| 6M | +25.3% | -2.6% | +28.0% | +25.6% |
| YTD | +40.3% | -17.8% | +58.1% | +40.0% |
| 1Y | +49.6% | -21.2% | +70.8% | +49.2% |
| 3Y | +110.8% | +30.6% | +80.2% | +109.8% |
| All | +110.8% | +29.4% | +81.4% | +109.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling