+6.0%
CLSK vs LPLA
+147.5%
-141.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.9% | +4.9% | +5.6% |
| 7D | +7.7% | -1.5% | +9.3% | +8.8% |
| 30D | +12.2% | -6.0% | +18.2% | +16.4% |
| 3M | -15.5% | +24.0% | -39.5% | -28.2% |
| 6M | +39.3% | +17.0% | +22.4% | +20.9% |
| YTD | +35.1% | -0.7% | +35.7% | +32.4% |
| 1Y | +34.0% | +2.1% | +31.9% | +28.7% |
| 3Y | +226.3% | +48.7% | +177.6% | +139.4% |
| All | +6.0% | +147.5% | -141.5% | -63.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling