+11.7%
CRCL vs LPLA
-7.4%
+19.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -3.2% |
| 7D | +4.9% | -1.5% | +6.5% | +5.7% |
| 30D | +38.7% | -6.0% | +44.7% | +42.1% |
| 3M | +14.7% | +21.4% | -6.7% | +4.6% |
| 6M | -16.9% | +12.1% | -28.9% | -22.1% |
| YTD | +17.3% | -1.8% | +19.1% | +19.8% |
| 1Y | -21.2% | +3.2% | -24.4% | -21.9% |
| All | +11.7% | -7.4% | +19.1% | +28.5% |
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 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