-70.5%
DOCU vs LPLA
+79.1%
-149.6%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.4% | -0.8% |
| 7D | -3.2% | +7.6% | -10.9% | -5.8% |
| 30D | +15.7% | -9.5% | +25.2% | +18.9% |
| 3M | +37.3% | -16.3% | +53.6% | +44.9% |
| 6M | +63.1% | -8.0% | +71.1% | +65.1% |
| YTD | +15.4% | -15.5% | +30.9% | +19.2% |
| 1Y | +11.3% | -19.4% | +30.7% | +17.2% |
| 3Y | +92.1% | +39.7% | +52.4% | +51.3% |
| 5Y | -70.5% | +83.0% | -153.5% | -83.3% |
| All | -70.5% | +79.1% | -149.6% | -83.3% |
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