+95.2%
CNC vs LPLA
+1,251.7%
-1,156.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.2% |
| 7D | -0.9% | -1.5% | +0.6% | -0.6% |
| 30D | -1.0% | -6.0% | +5.0% | +0.3% |
| 3M | +4.5% | +24.0% | -19.5% | -0.5% |
| 6M | +85.2% | +17.0% | +68.2% | +77.8% |
| YTD | +61.4% | -0.7% | +62.1% | +59.7% |
| 1Y | +94.9% | +2.1% | +92.8% | +90.9% |
| 3Y | 0.0% | +48.7% | -48.7% | -14.9% |
| 5Y | +11.2% | +151.2% | -140.0% | -23.0% |
| All | +95.2% | +1,251.7% | -1,156.4% | +3.7% |
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