+420.1%
CORZ vs LPLA
+49.7%
+370.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | +0.1% |
| 7D | +8.4% | -3.1% | +11.4% | +10.0% |
| 30D | -17.8% | -0.1% | -17.7% | -18.0% |
| 3M | -35.9% | +23.2% | -59.1% | -43.0% |
| 6M | +12.9% | +15.5% | -2.6% | +3.0% |
| YTD | +22.9% | +0.9% | +22.0% | +21.2% |
| 1Y | +31.4% | +0.2% | +31.2% | +29.5% |
| All | +420.1% | +49.7% | +370.4% | +310.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling