+1,350.8%
LPLA vs CASY
+2,061.4%
-710.7%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -3.1% | +0.1% | -3.1% | -3.1% |
| 30D | -0.1% | -11.3% | +11.3% | +3.6% |
| 3M | +23.2% | -0.6% | +23.9% | +21.8% |
| 6M | +15.5% | +10.7% | +4.8% | +9.6% |
| YTD | +0.9% | +37.1% | -36.2% | -11.0% |
| 1Y | +0.2% | +52.3% | -52.1% | -15.2% |
| 3Y | +55.2% | +215.2% | -160.0% | -1.3% |
| 5Y | +145.4% | +276.5% | -131.1% | +44.2% |
| 10Y | +1,229.7% | +508.4% | +721.3% | +553.3% |
| All | +1,350.8% | +2,061.4% | -710.7% | +335.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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