+2,436.1%
CLS vs LPLA
+1,099.8%
+1,336.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +3.4% | +4.5% | +6.5% |
| 7D | -10.6% | +2.3% | -12.9% | -11.4% |
| 30D | -38.4% | -7.7% | -30.8% | -37.4% |
| 3M | -29.9% | -15.7% | -14.2% | -26.2% |
| 6M | -40.6% | +0.8% | -41.5% | -42.5% |
| YTD | -24.6% | -14.2% | -10.4% | -22.8% |
| 1Y | -30.8% | -17.9% | -12.9% | -27.5% |
| 3Y | +811.7% | +36.1% | +775.7% | +678.0% |
| 5Y | +1,838.4% | +90.3% | +1,748.1% | +1,285.9% |
| 10Y | +1,751.5% | +841.0% | +910.5% | +655.6% |
| All | +2,436.1% | +1,099.8% | +1,336.3% | +727.1% |
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