-16.5%
LPLA vs CLBK
+65.7%
-82.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.7% | +4.3% |
| 7D | +15.7% | +4.6% | +11.1% | +13.7% |
| 30D | -6.2% | -1.5% | -4.7% | -5.7% |
| 3M | -12.0% | +4.4% | -16.4% | -13.2% |
| 6M | -2.7% | +31.7% | -34.4% | -13.0% |
| YTD | -12.5% | +58.7% | -71.3% | -27.0% |
| 1Y | -16.5% | +64.9% | -81.4% | -31.2% |
| All | -16.5% | +65.7% | -82.3% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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