-16.5%
LPLA vs CRL
+85.3%
-101.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -7.3% | +11.9% | +5.5% |
| 7D | +15.7% | -12.8% | +28.5% | +17.6% |
| 30D | -6.2% | +5.0% | -11.2% | -8.1% |
| 3M | -12.0% | +39.4% | -51.4% | -18.8% |
| 6M | -2.7% | +89.4% | -92.1% | -16.5% |
| YTD | -12.5% | +63.6% | -76.1% | -22.6% |
| 1Y | -16.5% | +83.5% | -100.0% | -27.9% |
| All | -16.5% | +85.3% | -101.9% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 1y: compounded portfolio wealth divided by compounded CRL 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…
1y analysis · Full analysis span regression · 6 months rolling