+2,251.3%
CLS vs LPLA
+1,060.6%
+1,190.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +1.2% |
| 7D | -22.2% | +4.1% | -26.3% | -23.6% |
| 30D | -44.4% | -9.0% | -35.4% | -43.1% |
| 3M | -34.3% | -17.6% | -16.7% | -30.3% |
| 6M | -50.1% | -8.8% | -41.2% | -49.6% |
| YTD | -30.1% | -17.0% | -13.1% | -27.5% |
| 1Y | -39.3% | -20.4% | -18.9% | -35.7% |
| 3Y | +732.7% | +35.4% | +697.3% | +611.4% |
| 5Y | +1,777.2% | +79.7% | +1,697.5% | +1,271.3% |
| 10Y | +1,645.6% | +915.0% | +730.7% | +599.2% |
| All | +2,251.3% | +1,060.6% | +1,190.7% | +676.4% |
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