-27.1%
CPRT vs LPLA
+50.5%
-77.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.5% | -0.8% | -2.9% |
| 7D | +0.4% | -2.1% | +2.5% | +0.8% |
| 30D | +9.9% | -3.3% | +13.3% | +10.4% |
| 3M | +5.6% | +23.5% | -17.9% | +1.5% |
| 6M | -13.6% | +12.0% | -25.6% | -15.8% |
| YTD | -16.7% | -1.7% | -15.1% | -17.1% |
| 1Y | -33.1% | +3.2% | -36.3% | -34.3% |
| 3Y | -27.1% | +46.2% | -73.3% | -30.7% |
| All | -27.1% | +50.5% | -77.5% | -30.7% |
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