+61.9%
DDOG vs LPLA
+3.5%
+58.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -0.2% | +7.3% | +7.2% |
| 7D | +7.7% | -1.5% | +9.2% | +7.8% |
| 30D | -13.6% | -6.0% | -7.6% | -13.3% |
| 3M | -0.9% | +21.4% | -22.3% | -1.1% |
| 6M | +75.2% | +12.1% | +63.1% | +73.4% |
| YTD | +65.7% | -1.8% | +67.5% | +62.1% |
| All | +61.9% | +3.5% | +58.4% | +57.4% |
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 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