+159.8%
CLX vs LPLA
+1,060.6%
-900.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.0% | +0.3% |
| 7D | +13.6% | +4.1% | +9.4% | +13.5% |
| 30D | +23.4% | -9.0% | +32.4% | +23.6% |
| 3M | -2.8% | -17.6% | +14.8% | -2.5% |
| 6M | +14.0% | -8.8% | +22.8% | +14.2% |
| YTD | +4.2% | -17.0% | +21.2% | +4.5% |
| 1Y | -1.2% | -20.4% | +19.3% | -0.8% |
| 3Y | -12.7% | +35.4% | -48.1% | -13.6% |
| 5Y | -26.5% | +79.7% | -106.2% | -27.8% |
| 10Y | +20.2% | +915.0% | -894.7% | +5.9% |
| All | +159.8% | +1,060.6% | -900.8% | +121.3% |
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