+196.4%
DOCN vs LPLA
+38.6%
+157.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -3.4% | -12.5% | -14.5% |
| 7D | -29.3% | +7.6% | -36.9% | -31.4% |
| 30D | -46.0% | -9.5% | -36.6% | -44.0% |
| 3M | -43.2% | -16.3% | -26.9% | -39.3% |
| 6M | -53.7% | -8.0% | -45.7% | -53.0% |
| YTD | +46.9% | -15.5% | +62.4% | +54.2% |
| 1Y | +54.3% | -19.4% | +73.7% | +66.0% |
| All | +196.4% | +38.6% | +157.9% | +180.6% |
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