-35.7%
CLX vs LPLA
+143.6%
-179.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +1.0% | -1.5% |
| 7D | -3.5% | -2.1% | -1.5% | -3.5% |
| 30D | -11.9% | -3.3% | -8.5% | -11.8% |
| 3M | -2.6% | +23.5% | -26.2% | -2.7% |
| 6M | -18.2% | +12.0% | -30.2% | -18.1% |
| YTD | -5.9% | -1.7% | -4.2% | -5.8% |
| 1Y | -23.8% | +3.2% | -27.1% | -23.8% |
| 3Y | -33.6% | +46.2% | -79.8% | -33.4% |
| 5Y | -35.7% | +144.9% | -180.6% | -32.6% |
| All | -35.7% | +143.6% | -179.3% | -32.6% |
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