+144.9%
LPLA vs CRL
-37.4%
+182.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.7% | +0.1% | -2.1% |
| 7D | -2.1% | -0.6% | -1.5% | -2.0% |
| 30D | -3.3% | +5.0% | -8.3% | -4.2% |
| 3M | +23.5% | +50.6% | -27.1% | +14.2% |
| 6M | +12.0% | +60.9% | -48.9% | +1.8% |
| YTD | -1.7% | +40.7% | -42.4% | -8.6% |
| 1Y | +3.2% | +73.3% | -70.1% | -7.8% |
| 3Y | +46.2% | +40.6% | +5.6% | +29.6% |
| 5Y | +144.9% | -37.0% | +181.9% | +140.3% |
| All | +144.9% | -37.4% | +182.3% | +140.3% |
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