-71.7%
DOCU vs LPLA
+78.4%
-150.1%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -1.0% |
| 7D | -5.5% | +4.1% | -9.7% | -7.0% |
| 30D | +12.6% | -9.0% | +21.7% | +15.6% |
| 3M | +36.4% | -17.6% | +54.0% | +44.7% |
| 6M | +66.8% | -8.8% | +75.6% | +69.3% |
| YTD | +13.5% | -17.0% | +30.5% | +18.0% |
| 1Y | +11.3% | -20.4% | +31.7% | +17.7% |
| 3Y | +92.1% | +35.4% | +56.6% | +53.3% |
| All | -71.7% | +78.4% | -150.1% | -84.0% |
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