+36.7%
CLS vs LPLA
+3.3%
+33.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.2% |
| 7D | +20.1% | -1.5% | +21.6% | +20.7% |
| 30D | +6.0% | -6.0% | +12.0% | +8.2% |
| 3M | -10.3% | +21.4% | -31.7% | -16.9% |
| 6M | +24.5% | +12.1% | +12.4% | +18.3% |
| YTD | +12.9% | -1.8% | +14.7% | +12.6% |
| 1Y | +36.7% | +3.2% | +33.5% | +30.9% |
| All | +36.7% | +3.3% | +33.3% | +30.9% |
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 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