+391.0%
DDOG vs LPLA
+274.7%
+116.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.2% | +5.6% | +3.9% |
| 7D | -2.3% | -3.2% | +0.9% | -1.5% |
| 30D | -35.8% | -8.6% | -27.2% | -34.8% |
| 3M | -25.3% | -18.7% | -6.6% | -21.7% |
| 6M | -8.9% | +4.5% | -13.4% | -11.4% |
| YTD | +35.6% | -15.3% | +50.9% | +38.3% |
| 1Y | -6.8% | -19.9% | +13.1% | -3.3% |
| 3Y | +77.9% | +33.4% | +44.5% | +55.6% |
| 5Y | -3.1% | +87.4% | -90.5% | -24.7% |
| All | +391.0% | +274.7% | +116.3% | +229.4% |
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