+115.6%
CRBG vs LPLA
+57.2%
+58.4%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.9% | -0.4% | +0.6% |
| 7D | +0.6% | -1.5% | +2.1% | +1.3% |
| 30D | +2.6% | -6.0% | +8.6% | +5.6% |
| 3M | +24.0% | +24.0% | 0.0% | +11.7% |
| 6M | +50.5% | +17.0% | +33.5% | +38.6% |
| YTD | +17.1% | -0.7% | +17.8% | +16.0% |
| 1Y | +5.9% | +2.1% | +3.8% | +3.0% |
| 3Y | +122.7% | +48.7% | +74.0% | +81.3% |
| All | +115.6% | +57.2% | +58.4% | +59.8% |
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