+841.0%
LPLA vs COO
+40.7%
+800.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.5% | +0.9% | +2.4% |
| 7D | +2.3% | +4.3% | -2.0% | +0.7% |
| 30D | -7.7% | +17.6% | -25.3% | -13.1% |
| 3M | -15.7% | -13.9% | -1.8% | -11.4% |
| 6M | +0.8% | +6.6% | -5.7% | -3.2% |
| YTD | -14.2% | -22.0% | +7.8% | -6.8% |
| 1Y | -17.9% | -8.8% | -9.1% | -16.4% |
| 3Y | +36.1% | -21.5% | +57.6% | +38.9% |
| 5Y | +90.3% | -41.0% | +131.3% | +121.2% |
| 10Y | +841.0% | +40.9% | +800.1% | +791.3% |
| All | +841.0% | +40.7% | +800.3% | +791.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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