+228.7%
CL vs LPLA
+1,311.2%
-1,082.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | -2.2% | -3.1% | +0.9% | -2.0% |
| 30D | -4.8% | -0.1% | -4.8% | -4.8% |
| 3M | +4.9% | +23.2% | -18.3% | +3.3% |
| 6M | -5.7% | +15.5% | -21.3% | -6.9% |
| YTD | +14.4% | +0.9% | +13.5% | +13.9% |
| 1Y | +8.7% | +0.2% | +8.6% | +8.2% |
| 3Y | +30.0% | +55.2% | -25.2% | +23.3% |
| 5Y | +28.4% | +145.4% | -117.1% | +14.6% |
| 10Y | +50.1% | +1,229.7% | -1,179.6% | +9.3% |
| All | +228.7% | +1,311.2% | -1,082.6% | +128.5% |
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