+1,210.9%
LPLA vs CPAY
+155.2%
+1,055.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +1.9% | +1.9% |
| 7D | -1.5% | -2.0% | +0.4% | -0.5% |
| 30D | -6.0% | -0.4% | -5.6% | -6.0% |
| 3M | +24.0% | +16.4% | +7.7% | +14.1% |
| 6M | +17.0% | +23.5% | -6.5% | +2.9% |
| YTD | -0.7% | +35.7% | -36.3% | -18.4% |
| 1Y | +2.1% | +30.2% | -28.1% | -14.7% |
| 3Y | +48.7% | +49.7% | -1.0% | +10.8% |
| 5Y | +151.2% | +56.6% | +94.7% | +77.8% |
| All | +1,210.9% | +155.2% | +1,055.7% | +662.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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