+45.0%
CBRE vs LPLA
+143.6%
-98.6%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.5% | -1.2% | -3.1% |
| 7D | -1.5% | -2.1% | +0.5% | -0.9% |
| 30D | -4.0% | -3.3% | -0.7% | -3.1% |
| 3M | +8.0% | +23.5% | -15.5% | +1.3% |
| 6M | +4.0% | +12.0% | -8.0% | -0.1% |
| YTD | -11.5% | -1.7% | -9.9% | -11.8% |
| 1Y | -13.0% | +3.2% | -16.2% | -14.8% |
| 3Y | +66.9% | +46.2% | +20.7% | +44.0% |
| 5Y | +45.0% | +144.9% | -99.9% | -7.2% |
| All | +45.0% | +143.6% | -98.6% | -7.2% |
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