+8.9%
CRCL vs LPLA
-6.3%
+15.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.6% | -0.5% |
| 7D | -11.2% | -1.5% | -9.7% | -10.6% |
| 30D | +27.1% | -6.0% | +33.1% | +30.3% |
| 3M | +9.6% | +24.0% | -14.4% | -0.9% |
| 6M | -19.7% | +17.0% | -36.7% | -27.0% |
| YTD | +14.2% | -0.7% | +14.9% | +16.2% |
| 1Y | -32.2% | +2.1% | -34.4% | -31.7% |
| All | +8.9% | -6.3% | +15.1% | +24.5% |
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