+8.7%
CL vs LPLA
+0.7%
+8.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.5% |
| 7D | -2.2% | -3.1% | +0.9% | -2.2% |
| 30D | -4.8% | -0.1% | -4.8% | -4.8% |
| 3M | +4.9% | +23.2% | -18.3% | +5.6% |
| 6M | -5.7% | +15.5% | -21.3% | -5.2% |
| YTD | +14.4% | +0.9% | +13.5% | +15.1% |
| 1Y | +8.7% | +0.2% | +8.6% | +8.3% |
| All | +8.7% | +0.7% | +8.1% | +8.3% |
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