+892.4%
CDW vs LPLA
+843.7%
+48.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.3% |
| 7D | +2.1% | +4.1% | -2.1% | +0.9% |
| 30D | +14.7% | -9.0% | +23.8% | +17.5% |
| 3M | +11.1% | -17.6% | +28.7% | +17.1% |
| 6M | +45.6% | -8.8% | +54.4% | +47.6% |
| YTD | +17.1% | -17.0% | +34.1% | +21.6% |
| 1Y | +13.2% | -20.4% | +33.6% | +19.0% |
| 3Y | -22.2% | +35.4% | -57.6% | -32.9% |
| 5Y | -10.1% | +79.7% | -89.9% | -32.0% |
| 10Y | +307.0% | +915.0% | -608.0% | +90.4% |
| All | +892.4% | +843.7% | +48.7% | +419.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling