+816.1%
SCCO vs LPLA
+1,275.5%
-459.4%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.5% | +7.5% | +5.8% |
| 7D | +3.4% | -2.1% | +5.5% | +4.1% |
| 30D | +6.6% | -3.3% | +10.0% | +7.7% |
| 3M | +24.5% | +23.5% | +1.0% | +15.5% |
| 6M | +16.5% | +12.0% | +4.5% | +11.1% |
| YTD | +52.1% | -1.7% | +53.8% | +50.8% |
| 1Y | +114.2% | +3.2% | +110.9% | +107.8% |
| 3Y | +207.4% | +46.2% | +161.2% | +154.9% |
| 5Y | +353.7% | +144.9% | +208.8% | +200.2% |
| 10Y | +1,144.5% | +1,195.1% | -50.6% | +377.9% |
| All | +816.1% | +1,275.5% | -459.4% | +198.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling