-41.7%
PDD vs LPLA
-18.3%
-23.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.4% | -6.4% | -3.7% |
| 7D | -1.4% | +2.3% | -3.7% | -1.9% |
| 30D | -1.0% | -7.7% | +6.6% | 0.0% |
| 3M | -12.3% | -15.7% | +3.4% | -9.8% |
| 6M | -18.5% | +0.8% | -19.3% | -19.9% |
| YTD | -29.0% | -14.2% | -14.8% | -29.7% |
| All | -41.7% | -18.3% | -23.4% | -41.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling