+3,038.3%
CLS vs LPLA
+1,198.0%
+1,840.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.2% |
| 7D | +20.1% | -1.5% | +21.6% | +20.9% |
| 30D | +6.0% | -6.0% | +12.0% | +9.0% |
| 3M | -10.3% | +21.4% | -31.7% | -18.8% |
| 6M | +24.5% | +12.1% | +12.4% | +16.1% |
| YTD | +12.9% | -1.8% | +14.7% | +11.1% |
| 1Y | +36.7% | +3.2% | +33.5% | +31.5% |
| 3Y | +1,328.1% | +45.9% | +1,282.1% | +1,067.1% |
| 5Y | +3,682.3% | +144.7% | +3,537.7% | +2,181.6% |
| 10Y | +3,038.3% | +1,222.4% | +1,815.8% | +1,073.9% |
| All | +3,038.3% | +1,198.0% | +1,840.3% | +1,073.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling