-21.2%
LPLA vs CHD
+33.5%
-54.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.4% | -0.3% |
| 7D | -0.9% | +3.6% | -4.6% | -1.7% |
| 30D | -9.5% | +10.4% | -19.9% | -11.0% |
| 3M | -21.9% | +12.2% | -34.0% | -23.5% |
| 6M | -2.6% | +19.9% | -22.5% | -5.6% |
| YTD | -17.8% | +36.4% | -54.2% | -24.9% |
| 1Y | -21.2% | +35.1% | -56.3% | -27.9% |
| All | -21.2% | +33.5% | -54.7% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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