+50.8%
CDE vs LPLA
+0.7%
+50.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | +0.5% | -3.1% | +3.6% | +1.1% |
| 30D | +21.9% | -0.1% | +21.9% | +21.7% |
| 3M | +14.9% | +23.2% | -8.3% | +9.6% |
| 6M | -10.5% | +15.5% | -26.0% | -13.8% |
| YTD | +19.3% | +0.9% | +18.4% | +22.1% |
| 1Y | +50.8% | +0.2% | +50.6% | +51.3% |
| All | +50.8% | +0.7% | +50.1% | +51.3% |
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