+1,350.8%
LPLA vs WCC
+672.0%
+678.8%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.9% | -4.2% | -1.9% |
| 7D | -3.1% | +4.5% | -7.5% | -4.8% |
| 30D | -0.1% | -5.8% | +5.7% | +2.0% |
| 3M | +23.2% | -3.7% | +26.9% | +23.0% |
| 6M | +15.5% | +23.1% | -7.5% | +2.2% |
| YTD | +0.9% | +44.2% | -43.3% | -16.8% |
| 1Y | +0.2% | +62.1% | -61.9% | -22.1% |
| 3Y | +55.2% | +121.1% | -65.9% | -3.1% |
| 5Y | +145.4% | +214.0% | -68.5% | +20.6% |
| 10Y | +1,229.7% | +472.8% | +756.9% | +304.3% |
| All | +1,350.8% | +672.0% | +678.8% | +274.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling