+72.2%
DOCU vs LPLA
+526.6%
-454.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.0% | +3.8% |
| 7D | +6.9% | -3.1% | +10.0% | +7.9% |
| 30D | +19.0% | -0.1% | +19.1% | +18.9% |
| 3M | +34.3% | +23.2% | +11.1% | +25.8% |
| 6M | +48.0% | +15.5% | +32.5% | +40.7% |
| YTD | 0.0% | +0.9% | -0.9% | -1.6% |
| 1Y | -10.3% | +0.2% | -10.4% | -12.0% |
| 3Y | +32.4% | +55.2% | -22.8% | +11.5% |
| 5Y | -77.9% | +145.4% | -223.4% | -83.9% |
| All | +72.2% | +526.6% | -454.4% | -1.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling