-52.6%
PODD vs LPLA
+81.6%
-134.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | +0.3% |
| 7D | -4.4% | -2.9% | -1.5% | -3.7% |
| 30D | +8.1% | -10.2% | +18.3% | +10.6% |
| 3M | +2.9% | -22.3% | +25.3% | +9.0% |
| 6M | -5.7% | -0.6% | -5.2% | -6.7% |
| YTD | -47.5% | -17.9% | -29.5% | -45.8% |
| 1Y | -55.7% | -22.1% | -33.6% | -53.6% |
| 3Y | -3.7% | +29.3% | -33.0% | -14.3% |
| 5Y | -52.6% | +81.0% | -133.6% | -66.4% |
| All | -52.6% | +81.6% | -134.2% | -66.4% |
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