+1,222.4%
LPLA vs CPB
-44.2%
+1,266.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.7% | -0.2% |
| 7D | -1.5% | -8.0% | +6.4% | -1.6% |
| 30D | -6.0% | -2.4% | -3.6% | -6.0% |
| 3M | +21.4% | +0.5% | +20.8% | +21.4% |
| 6M | +12.1% | -10.5% | +22.5% | +12.1% |
| YTD | -1.8% | -17.5% | +15.7% | -1.9% |
| 1Y | +3.2% | -31.0% | +34.2% | +3.1% |
| 3Y | +45.9% | -40.6% | +86.6% | +45.6% |
| 5Y | +144.7% | -37.7% | +182.4% | +143.3% |
| 10Y | +1,222.4% | -43.4% | +1,265.9% | +1,263.1% |
| All | +1,222.4% | -44.2% | +1,266.7% | +1,263.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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