-21.2%
LPLA vs COO
-12.3%
-8.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | -0.1% |
| 7D | -0.9% | +0.5% | -1.4% | -1.0% |
| 30D | -9.5% | +14.2% | -23.7% | -11.7% |
| 3M | -21.9% | -18.2% | -3.7% | -17.7% |
| 6M | -2.6% | +5.3% | -8.0% | -5.4% |
| YTD | -17.8% | -23.6% | +5.8% | -9.9% |
| 1Y | -21.2% | -12.7% | -8.5% | -16.6% |
| All | -21.2% | -12.3% | -8.9% | -16.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling