-10.1%
CEG vs LPLA
+2.8%
-12.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.7% |
| 7D | +0.3% | -3.7% | +4.0% | +0.4% |
| 30D | +2.9% | -6.4% | +9.3% | +3.0% |
| 3M | +18.2% | +20.2% | -2.0% | +17.6% |
| 6M | -9.5% | +12.8% | -22.4% | -9.3% |
| YTD | -18.7% | -2.5% | -16.2% | -17.5% |
| 1Y | -10.1% | +1.9% | -12.1% | -9.2% |
| All | -10.1% | +2.8% | -12.9% | -9.2% |
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 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