+148.9%
LPLA vs DOC
-24.5%
+173.5%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | -0.1% |
| 7D | -3.1% | -1.5% | -1.6% | -2.9% |
| 30D | -0.1% | -4.8% | +4.7% | +0.5% |
| 3M | +23.2% | +6.9% | +16.3% | +21.9% |
| 6M | +15.5% | +20.7% | -5.2% | +11.9% |
| YTD | +0.9% | +34.1% | -33.3% | -4.4% |
| 1Y | +0.2% | +22.6% | -22.5% | -3.5% |
| 3Y | +55.2% | +20.8% | +34.4% | +50.1% |
| All | +148.9% | -24.5% | +173.5% | +183.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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