-41.7%
CCL vs LPLA
+1,198.0%
-1,239.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.0% |
| 7D | -4.4% | -1.5% | -2.8% | -3.4% |
| 30D | -18.2% | -6.0% | -12.2% | -14.7% |
| 3M | -17.7% | +21.4% | -39.1% | -29.1% |
| 6M | -13.0% | +12.1% | -25.1% | -21.6% |
| YTD | -24.5% | -1.8% | -22.6% | -26.4% |
| 1Y | -26.9% | +3.2% | -30.1% | -32.3% |
| 3Y | +50.8% | +45.9% | +4.8% | -0.2% |
| 5Y | -0.9% | +144.7% | -145.6% | -60.0% |
| 10Y | -41.7% | +1,222.4% | -1,264.1% | -87.5% |
| All | -41.7% | +1,198.0% | -1,239.7% | -87.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling