+384.9%
CRWD vs LPLA
+43.8%
+341.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.8% |
| 7D | -2.8% | -3.7% | +0.8% | -1.4% |
| 30D | -5.9% | -6.4% | +0.5% | -3.3% |
| 3M | +29.0% | +20.2% | +8.8% | +20.0% |
| 6M | +91.5% | +12.8% | +78.6% | +80.9% |
| YTD | +78.2% | -2.5% | +80.7% | +78.0% |
| 1Y | +96.6% | +1.9% | +94.7% | +91.6% |
| All | +384.9% | +43.8% | +341.1% | +343.3% |
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