-30.7%
CHWY vs LPLA
-16.5%
-14.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.6% | +1.5% | +4.8% |
| 7D | +13.4% | +15.7% | -2.3% | +9.0% |
| 30D | +28.4% | -6.2% | +34.6% | +30.0% |
| 3M | -2.9% | -12.0% | +9.1% | -0.5% |
| 6M | -4.7% | -2.7% | -2.0% | -5.2% |
| YTD | -29.2% | -12.5% | -16.7% | -27.9% |
| 1Y | -30.7% | -16.5% | -14.2% | -28.3% |
| All | -30.7% | -16.5% | -14.3% | -28.3% |
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