+115.3%
DDOG vs LPLA
+50.5%
+64.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.5% | +1.3% | -0.6% |
| 7D | -6.1% | -2.1% | -4.0% | -5.5% |
| 30D | -10.1% | -3.3% | -6.8% | -9.2% |
| 3M | -9.3% | +23.5% | -32.8% | -14.3% |
| 6M | +67.2% | +12.0% | +55.2% | +60.4% |
| YTD | +54.6% | -1.7% | +56.3% | +53.2% |
| 1Y | +54.1% | +3.2% | +50.9% | +49.4% |
| 3Y | +115.3% | +46.2% | +69.1% | +94.6% |
| All | +115.3% | +50.5% | +64.8% | +94.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling