-58.1%
CLSK vs LPLA
-16.5%
-41.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +4.6% | -21.2% | -17.4% |
| 7D | -20.7% | +15.7% | -36.5% | -23.8% |
| 30D | -45.5% | -6.2% | -39.3% | -44.3% |
| 3M | -52.0% | -12.0% | -40.0% | -49.9% |
| 6M | -47.0% | -2.7% | -44.2% | -46.5% |
| YTD | -32.8% | -12.5% | -20.3% | -27.1% |
| 1Y | -58.1% | -16.5% | -41.6% | -49.1% |
| All | -58.1% | -16.5% | -41.6% | -49.1% |
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 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