-30.1%
GDDY vs LPLA
+0.7%
-30.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.2% |
| 7D | +3.7% | -3.1% | +6.8% | +4.1% |
| 30D | +10.4% | -0.1% | +10.5% | +10.4% |
| 3M | +19.4% | +23.2% | -3.8% | +15.6% |
| 6M | +14.3% | +15.5% | -1.3% | +11.3% |
| YTD | -18.4% | +0.9% | -19.2% | -18.4% |
| 1Y | -30.1% | +0.2% | -30.3% | -30.6% |
| All | -30.1% | +0.7% | -30.8% | -30.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling