-23.7%
PDD vs LPLA
+145.4%
-169.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -4.1% | -3.1% | -1.0% | -3.1% |
| 30D | -9.6% | -0.1% | -9.5% | -9.7% |
| 3M | -4.3% | +23.2% | -27.5% | -11.2% |
| 6M | -18.8% | +15.5% | -34.3% | -23.4% |
| YTD | -27.5% | +0.9% | -28.4% | -28.8% |
| 1Y | -33.6% | +0.2% | -33.8% | -35.1% |
| 3Y | -20.4% | +55.2% | -75.6% | -40.1% |
| All | -23.7% | +145.4% | -169.1% | -67.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling