+266.1%
CDW vs LPLA
+1,194.2%
-928.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.5% | -2.6% | -4.3% |
| 7D | -3.9% | -2.1% | -1.8% | -3.1% |
| 30D | +6.9% | -3.3% | +10.2% | +8.2% |
| 3M | +7.7% | +23.5% | -15.9% | -0.9% |
| 6M | +18.3% | +12.0% | +6.3% | +12.3% |
| YTD | +7.8% | -1.7% | +9.4% | +6.7% |
| 1Y | -12.2% | +3.2% | -15.4% | -14.9% |
| 3Y | -28.9% | +46.2% | -75.2% | -41.6% |
| 5Y | -22.8% | +144.9% | -167.7% | -51.4% |
| 10Y | +266.1% | +1,195.1% | -929.0% | +34.2% |
| All | +266.1% | +1,194.2% | -928.2% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 10y: compounded portfolio wealth divided by compounded LPLA 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…
10y analysis · Full analysis span regression · 6 months rolling