+503.1%
LPLA vs CLBK
+65.6%
+437.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.9% |
| 7D | -3.7% | -1.4% | -2.3% | -3.0% |
| 30D | -6.4% | +4.5% | -10.9% | -8.5% |
| 3M | +20.2% | +22.8% | -2.6% | +7.9% |
| 6M | +12.8% | +43.4% | -30.6% | -6.7% |
| YTD | -2.5% | +64.1% | -66.6% | -24.9% |
| 1Y | +1.9% | +67.6% | -65.6% | -23.0% |
| 3Y | +45.0% | +53.3% | -8.3% | +8.1% |
| 5Y | +146.6% | +44.8% | +101.8% | +67.5% |
| All | +503.1% | +65.6% | +437.5% | +287.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling