+1,093.1%
LPLA vs COO
+407.9%
+685.2%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | 0.0% | -1.1% |
| 7D | +4.1% | +4.7% | -0.6% | +2.4% |
| 30D | -9.0% | +13.9% | -22.9% | -13.3% |
| 3M | -17.6% | -14.9% | -2.7% | -13.2% |
| 6M | -8.8% | +2.0% | -10.9% | -10.9% |
| YTD | -17.0% | -23.9% | +6.9% | -9.3% |
| 1Y | -20.4% | -9.6% | -10.8% | -18.8% |
| 3Y | +35.4% | -25.4% | +60.9% | +41.9% |
| 5Y | +79.7% | -41.2% | +120.9% | +104.2% |
| 10Y | +915.0% | +42.1% | +872.9% | +706.4% |
| All | +1,093.1% | +407.9% | +685.2% | +594.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling