-48.5%
PODD vs LPLA
-16.5%
-32.0%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +4.6% | +1.9% | +6.0% |
| 7D | +10.8% | +15.7% | -4.9% | +9.3% |
| 30D | +21.7% | -6.2% | +27.9% | +21.9% |
| 3M | -1.1% | -12.0% | +10.9% | -0.6% |
| 6M | -3.7% | -2.7% | -1.0% | -4.3% |
| YTD | -41.9% | -12.5% | -29.4% | -42.9% |
| 1Y | -48.5% | -16.5% | -32.0% | -48.0% |
| All | -48.5% | -16.5% | -32.0% | -48.0% |
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