+3,405.4%
CDNS vs LPLA
+1,311.2%
+2,094.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.9% |
| 7D | -14.0% | -3.1% | -10.9% | -13.2% |
| 30D | -13.2% | -0.1% | -13.1% | -13.2% |
| 3M | -28.9% | +23.2% | -52.1% | -33.2% |
| 6M | -4.2% | +15.5% | -19.7% | -8.7% |
| YTD | -6.4% | +0.9% | -7.2% | -7.7% |
| 1Y | -16.2% | +0.2% | -16.4% | -17.6% |
| 3Y | +20.2% | +55.2% | -35.0% | +2.5% |
| 5Y | +76.6% | +145.4% | -68.8% | +27.7% |
| 10Y | +1,029.7% | +1,229.7% | -200.0% | +383.9% |
| All | +3,405.4% | +1,311.2% | +2,094.1% | +1,191.2% |
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