+76.7%
DDOG vs LPLA
+29.4%
+47.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | +2.9% | -0.9% | +3.8% | +3.0% |
| 30D | -31.6% | -9.5% | -22.1% | -30.5% |
| 3M | -27.0% | -21.9% | -5.1% | -23.1% |
| 6M | -10.3% | -2.6% | -7.7% | -10.7% |
| YTD | +35.4% | -17.8% | +53.2% | +39.0% |
| 1Y | -1.0% | -21.2% | +20.2% | +3.1% |
| 3Y | +76.7% | +30.6% | +46.0% | +63.6% |
| All | +76.7% | +29.4% | +47.3% | +63.6% |
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