+80.6%
CRWD vs LPLA
-16.5%
+97.0%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.6% | -6.1% | -2.4% |
| 7D | -9.6% | +15.7% | -25.3% | -12.4% |
| 30D | -11.6% | -6.2% | -5.4% | -10.2% |
| 3M | +14.1% | -12.0% | +26.1% | +18.2% |
| 6M | +105.4% | -2.7% | +108.2% | +107.3% |
| YTD | +105.6% | -12.5% | +118.2% | +108.6% |
| 1Y | +80.6% | -16.5% | +97.1% | +90.2% |
| All | +80.6% | -16.5% | +97.0% | +90.2% |
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