+145.1%
LPLA vs WCC
+232.5%
-87.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.5% | -5.0% | -3.3% |
| 7D | -2.1% | +8.5% | -10.6% | -4.5% |
| 30D | -3.3% | -1.0% | -2.4% | -3.3% |
| 3M | +23.5% | +2.1% | +21.4% | +21.4% |
| 6M | +12.0% | +36.8% | -24.8% | -1.2% |
| YTD | -1.7% | +47.7% | -49.4% | -15.6% |
| 1Y | +3.2% | +66.5% | -63.3% | -15.2% |
| 3Y | +46.2% | +134.2% | -87.9% | +0.7% |
| All | +145.1% | +232.5% | -87.4% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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