-17.7%
CCI vs LPLA
+2.8%
-20.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.1% | -1.7% |
| 7D | -4.4% | -3.7% | -0.7% | -4.3% |
| 30D | +0.3% | -6.4% | +6.7% | +0.4% |
| 3M | -20.0% | +20.2% | -40.2% | -20.0% |
| 6M | -14.5% | +12.8% | -27.4% | -14.8% |
| YTD | -14.9% | -2.5% | -12.4% | -13.9% |
| 1Y | -17.7% | +1.9% | -19.6% | -16.1% |
| All | -17.7% | +2.8% | -20.5% | -16.1% |
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 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