+31.8%
CLX vs LPLA
+758.1%
-726.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | +9.5% | -0.9% | +10.4% | +9.5% |
| 30D | +30.7% | -9.5% | +40.2% | +30.7% |
| 3M | +4.2% | -21.9% | +26.1% | +4.2% |
| 6M | +22.1% | -2.6% | +24.7% | +22.2% |
| YTD | +14.1% | -17.8% | +31.9% | +14.1% |
| 1Y | +10.3% | -21.2% | +31.5% | +10.4% |
| 3Y | -7.8% | +30.6% | -38.4% | -7.5% |
| 5Y | -20.8% | +81.3% | -102.2% | -19.9% |
| All | +31.8% | +758.1% | -726.3% | +29.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling