+205.8%
MCD vs LPLA
+860.0%
-654.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.2% | -0.2% |
| 7D | +7.1% | +4.1% | +3.0% | +6.3% |
| 30D | +19.8% | -9.0% | +28.8% | +21.6% |
| 3M | +0.8% | -17.6% | +18.4% | +4.2% |
| 6M | -1.3% | -8.8% | +7.5% | -0.3% |
| YTD | -7.8% | -17.0% | +9.3% | -5.7% |
| 1Y | -5.0% | -20.4% | +15.5% | -2.1% |
| 3Y | +10.5% | +35.4% | -24.9% | -3.1% |
| 5Y | +22.0% | +79.7% | -57.8% | -5.3% |
| All | +205.8% | +860.0% | -654.2% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 10y: compounded portfolio wealth divided by compounded LPLA 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…
10y analysis · Full analysis span regression · 6 months rolling