+82.7%
JNJ vs LPLA
+145.5%
-62.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | -3.0% | -1.5% | -1.4% | -2.9% |
| 30D | +2.5% | -6.0% | +8.5% | +2.5% |
| 3M | +13.2% | +21.4% | -8.1% | +13.2% |
| 6M | +11.3% | +12.1% | -0.8% | +11.3% |
| YTD | +31.1% | -1.8% | +33.0% | +31.3% |
| 1Y | +54.3% | +3.2% | +51.1% | +54.4% |
| 3Y | +81.1% | +45.9% | +35.2% | +78.6% |
| 5Y | +82.7% | +144.7% | -61.9% | +73.2% |
| All | +82.7% | +145.5% | -62.8% | +73.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling