+90.3%
LPLA vs CRL
-6.0%
+96.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.7% | -1.3% | +2.6% |
| 7D | +2.3% | +4.4% | -2.1% | +1.4% |
| 30D | -7.7% | +17.1% | -24.8% | -10.8% |
| 3M | -15.7% | +32.1% | -47.8% | -20.5% |
| 6M | +0.8% | +98.9% | -98.1% | -12.5% |
| YTD | -14.2% | +77.1% | -91.4% | -24.2% |
| 1Y | -17.9% | +110.3% | -128.2% | -29.8% |
| 3Y | +36.1% | +108.5% | -72.4% | +9.8% |
| 5Y | +90.3% | -7.9% | +98.2% | +90.3% |
| All | +90.3% | -6.0% | +96.4% | +90.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling