+144.7%
LPLA vs WCN
+27.0%
+117.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.1% |
| 7D | -1.5% | -1.7% | +0.2% | -1.1% |
| 30D | -6.0% | -3.0% | -3.0% | -5.3% |
| 3M | +21.4% | +2.5% | +18.8% | +20.3% |
| 6M | +12.1% | -5.7% | +17.8% | +13.4% |
| YTD | -1.8% | -7.4% | +5.6% | -0.3% |
| 1Y | +3.2% | -8.6% | +11.8% | +5.1% |
| 3Y | +45.9% | +19.4% | +26.6% | +36.5% |
| 5Y | +144.7% | +27.2% | +117.4% | +123.0% |
| All | +144.7% | +27.0% | +117.6% | +123.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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