-48.1%
DOCS vs LPLA
-19.9%
-28.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.4% | -0.9% | -3.8% |
| 7D | -1.3% | +7.6% | -9.0% | -2.3% |
| 30D | +19.4% | -9.5% | +28.9% | +21.2% |
| 3M | +53.4% | -16.3% | +69.7% | +57.9% |
| 6M | +28.8% | -8.0% | +36.7% | +31.0% |
| YTD | -25.1% | -15.5% | -9.5% | -25.5% |
| 1Y | -48.1% | -19.4% | -28.8% | -48.2% |
| All | -48.1% | -19.9% | -28.2% | -48.2% |
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 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