-18.0%
LPLA vs CRL
+103.8%
-121.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.3% |
| 7D | +3.6% | -1.7% | +5.4% | +3.8% |
| 30D | -6.8% | +14.6% | -21.3% | -10.0% |
| 3M | -17.0% | +24.8% | -41.9% | -21.4% |
| 6M | +1.8% | +94.7% | -92.9% | -12.6% |
| YTD | -13.4% | +73.4% | -86.7% | -24.3% |
| All | -18.0% | +103.8% | -121.8% | -31.7% |
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