+10.7%
CNH vs LPLA
+146.0%
-135.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.5% | -3.0% | -4.7% |
| 7D | +8.8% | -2.1% | +10.9% | +9.5% |
| 30D | +24.7% | -3.3% | +28.0% | +25.8% |
| 3M | +27.3% | +23.5% | +3.8% | +18.0% |
| 6M | +23.2% | +12.0% | +11.1% | +17.3% |
| YTD | +48.9% | -1.7% | +50.6% | +47.5% |
| 1Y | +19.4% | +3.2% | +16.2% | +15.5% |
| 3Y | +7.8% | +46.2% | -38.5% | -12.7% |
| All | +10.7% | +146.0% | -135.3% | -35.5% |
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 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