-12.2%
CDW vs LPLA
+4.5%
-16.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.5% | -2.6% | -4.6% |
| 7D | -3.9% | -2.1% | -1.8% | -3.4% |
| 30D | +6.9% | -3.3% | +10.2% | +7.6% |
| 3M | +7.7% | +23.5% | -15.9% | +2.2% |
| 6M | +18.3% | +12.0% | +6.3% | +14.9% |
| YTD | +7.8% | -1.7% | +9.4% | +8.3% |
| 1Y | -12.2% | +3.2% | -15.4% | -13.0% |
| All | -12.2% | +4.5% | -16.7% | -13.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling