+602.9%
CRH vs LPLA
+1,289.5%
-686.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -0.9% | +0.3% |
| 7D | -6.1% | -1.5% | -4.5% | -5.5% |
| 30D | -9.3% | -6.0% | -3.3% | -7.1% |
| 3M | -15.2% | +24.0% | -39.2% | -22.4% |
| 6M | -14.2% | +17.0% | -31.2% | -20.1% |
| YTD | -28.3% | -0.7% | -27.6% | -29.3% |
| 1Y | -21.8% | +2.1% | -23.9% | -24.2% |
| 3Y | +71.6% | +48.7% | +22.9% | +38.2% |
| 5Y | +96.6% | +151.2% | -54.6% | +21.1% |
| 10Y | +253.8% | +1,238.3% | -984.4% | +5.4% |
| All | +602.9% | +1,289.5% | -686.5% | +74.6% |
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