-60.1%
PODD vs LPLA
+2.8%
-62.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.7% | -2.3% |
| 7D | -10.6% | -3.7% | -6.9% | -10.2% |
| 30D | -6.9% | -6.4% | -0.6% | -6.4% |
| 3M | -10.6% | +20.2% | -30.8% | -12.3% |
| 6M | -43.5% | +12.8% | -56.3% | -44.5% |
| YTD | -52.6% | -2.5% | -50.1% | -53.0% |
| 1Y | -60.1% | +1.9% | -62.1% | -60.8% |
| All | -60.1% | +2.8% | -62.9% | -60.8% |
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