+1,222.4%
LPLA vs COO
+36.7%
+1,185.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.2% | +6.0% | +2.3% |
| 7D | -1.5% | -9.0% | +7.4% | +2.0% |
| 30D | -6.0% | -16.8% | +10.8% | +0.9% |
| 3M | +21.4% | -7.5% | +28.9% | +24.5% |
| 6M | +12.1% | -16.3% | +28.4% | +19.3% |
| YTD | -1.8% | -22.5% | +20.7% | +7.7% |
| 1Y | +3.2% | -7.0% | +10.2% | +4.6% |
| 3Y | +45.9% | -27.5% | +73.4% | +55.6% |
| 5Y | +144.7% | -43.3% | +188.0% | +192.5% |
| 10Y | +1,222.4% | +37.6% | +1,184.9% | +1,173.6% |
| All | +1,222.4% | +36.7% | +1,185.7% | +1,173.6% |
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