+196.6%
CCI vs LPLA
+1,311.2%
-1,114.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.5% | -1.8% |
| 7D | -0.4% | -3.1% | +2.7% | -0.1% |
| 30D | +2.7% | -0.1% | +2.8% | +2.7% |
| 3M | -18.2% | +23.2% | -41.4% | -20.1% |
| 6M | -14.8% | +15.5% | -30.3% | -16.3% |
| YTD | -12.6% | +0.9% | -13.5% | -13.1% |
| 1Y | -16.7% | +0.2% | -16.9% | -17.3% |
| 3Y | -10.5% | +55.2% | -65.7% | -17.1% |
| 5Y | -51.4% | +145.4% | -196.9% | -58.8% |
| 10Y | +20.0% | +1,229.7% | -1,209.6% | -22.4% |
| All | +196.6% | +1,311.2% | -1,114.6% | +75.7% |
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 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