-69.9%
CPNG vs LPLA
+156.4%
-226.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.5% | -0.6% | -2.4% |
| 7D | -6.3% | -2.1% | -4.2% | -5.7% |
| 30D | -8.7% | -3.3% | -5.4% | -7.9% |
| 3M | -2.4% | +23.5% | -26.0% | -9.1% |
| 6M | -22.3% | +12.0% | -34.3% | -25.7% |
| YTD | -37.2% | -1.7% | -35.5% | -37.5% |
| 1Y | -53.0% | +3.2% | -56.2% | -54.2% |
| 3Y | -20.0% | +46.2% | -66.2% | -33.6% |
| 5Y | -52.8% | +144.9% | -197.7% | -70.4% |
| All | -69.9% | +156.4% | -226.3% | -80.9% |
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