+211.0%
PDD vs LPLA
+356.9%
-145.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.6% |
| 7D | +5.6% | +4.1% | +1.5% | +4.4% |
| 30D | +5.8% | -9.0% | +14.8% | +8.1% |
| 3M | -8.6% | -17.6% | +9.0% | -4.2% |
| 6M | -18.8% | -8.8% | -10.0% | -17.6% |
| YTD | -26.8% | -17.0% | -9.7% | -24.3% |
| 1Y | -39.3% | -20.4% | -18.9% | -36.4% |
| 3Y | -22.5% | +35.4% | -57.9% | -34.8% |
| 5Y | -0.8% | +79.7% | -80.5% | -26.4% |
| All | +211.0% | +356.9% | -145.9% | +98.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling