-73.2%
DOCS vs LPLA
+145.4%
-218.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +19.9% |
| 6M | -0.3% | +15.5% | -15.9% | -4.9% |
| YTD | -40.5% | +0.9% | -41.4% | -41.3% |
| 1Y | -61.5% | +0.2% | -61.7% | -62.2% |
| 3Y | +8.2% | +55.2% | -47.1% | -6.0% |
| All | -73.2% | +145.4% | -218.6% | -83.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling