+1,157.6%
LPLA vs DOC
+55.7%
+1,101.8%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.1% | +1.5% | +3.6% |
| 7D | +15.7% | +8.7% | +7.0% | +12.7% |
| 30D | -6.2% | +7.6% | -13.8% | -8.3% |
| 3M | -12.0% | -5.3% | -6.7% | -10.5% |
| 6M | -2.7% | +27.6% | -30.3% | -11.4% |
| YTD | -12.5% | +32.4% | -45.0% | -21.8% |
| 1Y | -16.5% | +22.9% | -39.4% | -23.5% |
| 3Y | +44.6% | +43.1% | +1.5% | +21.3% |
| 5Y | +87.3% | -21.4% | +108.7% | +95.5% |
| 10Y | +969.8% | +16.8% | +953.0% | +828.7% |
| All | +1,157.6% | +55.7% | +1,101.8% | +853.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling