+148.9%
LPLA vs CPB
-39.5%
+188.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | -0.5% |
| 7D | -3.1% | -8.6% | +5.5% | -3.5% |
| 30D | -0.1% | -7.2% | +7.2% | -0.4% |
| 3M | +23.2% | +0.9% | +22.3% | +23.4% |
| 6M | +15.5% | -11.8% | +27.3% | +15.0% |
| YTD | +0.9% | -19.4% | +20.3% | 0.0% |
| 1Y | +0.2% | -30.4% | +30.5% | -1.3% |
| 3Y | +55.2% | -40.2% | +95.4% | +51.0% |
| All | +148.9% | -39.5% | +188.4% | +134.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling