+583.1%
JNJ vs LPLA
+1,311.2%
-728.2%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | +2.7% | -3.1% | +5.7% | +3.0% |
| 30D | +7.4% | -0.1% | +7.5% | +7.4% |
| 3M | +21.2% | +23.2% | -2.0% | +18.5% |
| 6M | +13.4% | +15.5% | -2.1% | +11.4% |
| YTD | +35.1% | +0.9% | +34.2% | +34.3% |
| 1Y | +57.4% | +0.2% | +57.3% | +56.3% |
| 3Y | +86.8% | +55.2% | +31.5% | +73.3% |
| 5Y | +80.8% | +145.4% | -64.6% | +54.2% |
| 10Y | +202.7% | +1,229.7% | -1,026.9% | +97.7% |
| All | +583.1% | +1,311.2% | -728.2% | +315.7% |
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