+37.4%
CMI vs LPLA
+3.8%
+33.7%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.9% | -0.7% | +0.8% |
| 7D | -0.7% | -1.5% | +0.8% | -0.4% |
| 30D | -12.4% | -6.0% | -6.4% | -11.2% |
| 3M | -14.8% | +24.0% | -38.8% | -19.1% |
| 6M | +0.8% | +17.0% | -16.2% | -3.1% |
| YTD | +10.2% | -0.7% | +10.9% | +13.2% |
| 1Y | +37.4% | +2.1% | +35.3% | +40.5% |
| All | +37.4% | +3.8% | +33.7% | +40.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling