+267.5%
CL vs LPLA
+1,081.7%
-814.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | +0.2% |
| 7D | +5.9% | +7.6% | -1.7% | +5.4% |
| 30D | +13.8% | -9.5% | +23.2% | +14.4% |
| 3M | +6.4% | -16.3% | +22.7% | +7.6% |
| 6M | +15.6% | -8.0% | +23.6% | +16.0% |
| YTD | +27.9% | -15.5% | +43.4% | +28.8% |
| 1Y | +31.4% | -19.4% | +50.8% | +32.7% |
| 3Y | +41.4% | +39.7% | +1.7% | +34.7% |
| 5Y | +42.8% | +83.0% | -40.2% | +30.5% |
| 10Y | +79.7% | +933.4% | -853.8% | +33.5% |
| All | +267.5% | +1,081.7% | -814.2% | +158.3% |
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 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