+1,449.5%
CPRT vs LPLA
+1,311.2%
+138.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +2.2% | -3.1% | +5.3% | +3.1% |
| 30D | +16.6% | -0.1% | +16.7% | +16.5% |
| 3M | +9.6% | +23.2% | -13.6% | +3.2% |
| 6M | -11.1% | +15.5% | -26.7% | -15.2% |
| YTD | -13.9% | +0.9% | -14.8% | -15.2% |
| 1Y | -32.5% | +0.2% | -32.7% | -33.8% |
| 3Y | -25.0% | +55.2% | -80.3% | -36.5% |
| 5Y | -7.4% | +145.4% | -152.8% | -33.5% |
| 10Y | +422.0% | +1,229.7% | -807.7% | +132.9% |
| All | +1,449.5% | +1,311.2% | +138.2% | +547.9% |
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