+322.1%
CORZ vs LPLA
+21.9%
+300.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +0.9% |
| 7D | +23.5% | -0.9% | +24.4% | +23.9% |
| 30D | +7.5% | -9.5% | +17.0% | +10.6% |
| 3M | -26.6% | -21.9% | -4.7% | -19.4% |
| 6M | -39.5% | -2.6% | -36.9% | -41.2% |
| YTD | -0.3% | -17.8% | +17.5% | +6.0% |
| 1Y | -4.2% | -21.2% | +17.0% | +4.5% |
| All | +322.1% | +21.9% | +300.2% | +259.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling