+415.5%
CNQ vs LPLA
+1,251.7%
-836.2%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.4% | -1.4% |
| 7D | +0.1% | -1.5% | +1.7% | +0.8% |
| 30D | +6.2% | -6.0% | +12.2% | +8.9% |
| 3M | +12.4% | +24.0% | -11.7% | +0.9% |
| 6M | +9.0% | +17.0% | -8.0% | -0.7% |
| YTD | +52.2% | -0.7% | +52.9% | +47.9% |
| 1Y | +65.0% | +2.1% | +62.9% | +56.6% |
| 3Y | +78.8% | +48.7% | +30.2% | +32.0% |
| 5Y | +286.0% | +151.2% | +134.7% | +94.8% |
| All | +415.5% | +1,251.7% | -836.2% | +36.1% |
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