+17.1%
CDNS vs LPLA
+43.8%
-26.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.3% |
| 7D | -6.5% | -3.7% | -2.9% | -5.5% |
| 30D | -13.0% | -6.4% | -6.6% | -11.2% |
| 3M | -26.0% | +20.2% | -46.2% | -30.2% |
| 6M | -2.8% | +12.8% | -15.7% | -7.0% |
| YTD | -8.8% | -2.5% | -6.3% | -9.4% |
| 1Y | -15.8% | +1.9% | -17.8% | -17.9% |
| All | +17.1% | +43.8% | -26.7% | +6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling