+46.2%
LPLA vs CLBK
+55.4%
-9.2%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.4% |
| 7D | -2.1% | +1.1% | -3.2% | -2.4% |
| 30D | -3.3% | +7.8% | -11.1% | -5.2% |
| 3M | +23.5% | +23.9% | -0.3% | +16.7% |
| 6M | +12.0% | +42.3% | -30.3% | +1.8% |
| YTD | -1.7% | +65.4% | -67.1% | -13.9% |
| 1Y | +3.2% | +70.3% | -67.1% | -10.5% |
| 3Y | +46.2% | +54.5% | -8.3% | +28.2% |
| All | +46.2% | +55.4% | -9.2% | +28.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling