+164.6%
DOCN vs LPLA
+169.7%
-5.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +3.0% |
| 7D | +1.1% | -3.1% | +4.2% | +2.7% |
| 30D | -9.6% | -0.1% | -9.5% | -9.6% |
| 3M | -37.7% | +23.2% | -60.9% | -44.1% |
| 6M | +115.2% | +15.5% | +99.7% | +97.5% |
| YTD | +133.7% | +0.9% | +132.8% | +128.5% |
| 1Y | +250.2% | +0.2% | +250.0% | +241.8% |
| 3Y | +320.3% | +55.2% | +265.1% | +228.4% |
| 5Y | +53.1% | +145.4% | -92.3% | -8.7% |
| All | +164.6% | +169.7% | -5.0% | +68.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling