-61.9%
CLSK vs LPLA
+933.3%
-995.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | +17.2% | -1.5% | +18.8% | +18.0% |
| 30D | +14.6% | -6.0% | +20.6% | +17.3% |
| 3M | -16.8% | +21.4% | -38.2% | -24.3% |
| 6M | +38.2% | +12.1% | +26.1% | +29.0% |
| YTD | +31.2% | -1.8% | +33.1% | +30.4% |
| 1Y | +37.3% | +3.2% | +34.1% | +33.8% |
| 3Y | +201.8% | +45.9% | +155.9% | +158.2% |
| 5Y | -1.6% | +144.7% | -146.2% | -28.3% |
| All | -61.9% | +933.3% | -995.2% | -77.2% |
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