-9.8%
CPRT vs LPLA
+145.5%
-155.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.6% | -1.7% |
| 7D | -0.4% | -1.5% | +1.1% | 0.0% |
| 30D | +8.2% | -6.0% | +14.2% | +9.6% |
| 3M | +2.3% | +21.4% | -19.1% | -2.3% |
| 6M | -14.7% | +12.1% | -26.8% | -17.4% |
| YTD | -18.2% | -1.8% | -16.3% | -18.7% |
| 1Y | -33.4% | +3.2% | -36.6% | -34.8% |
| 3Y | -28.3% | +45.9% | -74.3% | -36.8% |
| 5Y | -9.8% | +144.7% | -154.5% | -39.3% |
| All | -9.8% | +145.5% | -155.4% | -39.3% |
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