+8.9%
DOCS vs LPLA
+54.7%
-45.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.7% |
| 7D | -1.4% | -3.1% | +1.6% | -0.6% |
| 30D | +21.8% | -0.1% | +21.9% | +21.8% |
| 3M | +27.3% | +23.2% | +4.1% | +20.6% |
| 6M | -0.3% | +15.5% | -15.9% | -4.4% |
| YTD | -40.5% | +0.9% | -41.4% | -41.2% |
| 1Y | -61.5% | +0.2% | -61.7% | -62.1% |
| All | +8.9% | +54.7% | -45.7% | +6.4% |
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