-46.0%
CPNG vs LPLA
+80.3%
-126.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.7% | -0.7% |
| 7D | -6.8% | -0.9% | -5.8% | -6.5% |
| 30D | +5.5% | -9.5% | +15.0% | +8.2% |
| 3M | -6.8% | -21.9% | +15.1% | -0.1% |
| 6M | -4.8% | -2.6% | -2.2% | -5.4% |
| YTD | -35.6% | -17.8% | -17.8% | -32.7% |
| 1Y | -46.8% | -21.2% | -25.6% | -43.6% |
| 3Y | -0.8% | +30.6% | -31.4% | -17.2% |
| All | -46.0% | +80.3% | -126.4% | -67.2% |
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