+22.5%
CRBG vs LPLA
-23.1%
+45.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.0% | +2.6% | +0.7% |
| 7D | +5.1% | -2.8% | +7.8% | +6.2% |
| 30D | +4.6% | -10.2% | +14.7% | +8.4% |
| 3M | +7.2% | -22.3% | +29.5% | +18.5% |
| 6M | +40.0% | -0.5% | +40.5% | +37.9% |
| YTD | +22.4% | -17.9% | +40.3% | +28.5% |
| 1Y | +22.5% | -22.0% | +44.5% | +33.2% |
| All | +22.5% | -23.1% | +45.6% | +33.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling