+81.0%
LPLA vs COO
-41.6%
+122.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | 0.0% | -1.4% |
| 7D | +4.1% | +4.7% | -0.6% | +3.2% |
| 30D | -9.0% | +13.9% | -22.9% | -11.3% |
| 3M | -17.6% | -14.9% | -2.7% | -15.1% |
| 6M | -8.8% | +2.0% | -10.9% | -9.8% |
| YTD | -17.0% | -23.9% | +6.9% | -12.7% |
| 1Y | -20.4% | -9.6% | -10.8% | -19.2% |
| 3Y | +35.4% | -25.4% | +60.9% | +38.5% |
| All | +81.0% | -41.6% | +122.6% | +114.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling