+408.5%
LPLA vs CLBK
+60.9%
+347.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | -0.9% | +0.9% | -1.8% | -1.3% |
| 30D | -9.5% | +3.4% | -12.9% | -10.8% |
| 3M | -21.9% | -4.3% | -17.6% | -20.1% |
| 6M | -2.6% | +28.4% | -31.0% | -14.6% |
| YTD | -17.8% | +59.4% | -77.2% | -35.6% |
| 1Y | -21.2% | +64.8% | -86.0% | -39.5% |
| 3Y | +30.6% | +50.6% | -20.0% | -1.5% |
| 5Y | +81.3% | +28.3% | +53.1% | +36.8% |
| All | +408.5% | +60.9% | +347.6% | +232.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling