+26.0%
CL vs LPLA
-21.0%
+47.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.4% | -2.1% |
| 7D | +1.3% | +4.1% | -2.8% | +1.3% |
| 30D | +11.4% | -9.0% | +20.4% | +11.2% |
| 3M | +4.4% | -17.6% | +22.1% | +4.0% |
| 6M | +10.8% | -8.8% | +19.6% | +11.3% |
| YTD | +25.1% | -17.0% | +42.2% | +25.6% |
| All | +26.0% | -21.0% | +47.0% | +25.8% |
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