+309.7%
SCCO vs LPLA
+142.4%
+167.3%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.7% | -6.6% | -7.0% |
| 7D | -2.7% | -3.7% | +1.0% | -1.8% |
| 30D | -0.2% | -6.4% | +6.2% | +1.5% |
| 3M | +17.8% | +20.2% | -2.4% | +11.7% |
| 6M | +2.3% | +12.8% | -10.6% | -1.7% |
| YTD | +41.6% | -2.5% | +44.1% | +41.2% |
| 1Y | +101.9% | +1.9% | +99.9% | +98.2% |
| 3Y | +186.2% | +45.0% | +141.2% | +146.2% |
| 5Y | +309.7% | +146.6% | +163.1% | +166.7% |
| All | +309.7% | +142.4% | +167.3% | +166.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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