+5.6%
CDE vs LPLA
-16.5%
+22.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +4.6% | +4.1% | +7.7% |
| 7D | +1.1% | +15.7% | -14.6% | -1.8% |
| 30D | -14.5% | -6.2% | -8.3% | -13.4% |
| 3M | -10.1% | -12.0% | +1.9% | -7.5% |
| 6M | -16.9% | -2.7% | -14.1% | -16.9% |
| YTD | -18.1% | -12.5% | -5.6% | -12.6% |
| 1Y | +5.6% | -16.5% | +22.1% | +19.5% |
| All | +5.6% | -16.5% | +22.1% | +19.5% |
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 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