+27.8%
CB vs LPLA
-19.0%
+46.8%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.6% | +0.4% |
| 7D | -1.0% | -3.2% | +2.1% | -1.0% |
| 30D | +7.3% | -8.6% | +16.0% | +7.1% |
| 3M | +7.0% | -18.7% | +25.7% | +6.5% |
| 6M | +16.3% | +4.5% | +11.8% | +16.7% |
| YTD | +19.7% | -15.3% | +35.0% | +19.4% |
| 1Y | +27.8% | -19.9% | +47.7% | +26.3% |
| All | +27.8% | -19.0% | +46.8% | +26.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling