+490.5%
DDOG vs LPLA
+331.4%
+159.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.4% |
| 7D | +3.2% | -3.7% | +6.9% | +4.3% |
| 30D | -10.2% | -6.4% | -3.8% | -8.5% |
| 3M | -2.6% | +20.2% | -22.8% | -7.7% |
| 6M | +80.1% | +12.8% | +67.3% | +72.0% |
| YTD | +63.0% | -2.5% | +65.5% | +61.7% |
| 1Y | +59.4% | +1.9% | +57.4% | +55.4% |
| 3Y | +127.0% | +45.0% | +82.1% | +96.5% |
| 5Y | +61.7% | +146.6% | -84.9% | +18.5% |
| All | +490.5% | +331.4% | +159.0% | +285.1% |
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