+1,052.2%
PODD vs LPLA
+1,311.2%
-259.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.7% | -2.0% |
| 7D | +1.6% | -3.1% | +4.7% | +2.5% |
| 30D | +10.7% | -0.1% | +10.8% | +10.6% |
| 3M | +0.7% | +23.2% | -22.5% | -5.8% |
| 6M | -39.3% | +15.5% | -54.8% | -42.4% |
| YTD | -48.1% | +0.9% | -49.0% | -49.1% |
| 1Y | -57.4% | +0.2% | -57.6% | -58.4% |
| 3Y | -23.3% | +55.2% | -78.5% | -36.0% |
| 5Y | -51.3% | +145.4% | -196.7% | -66.0% |
| 10Y | +242.0% | +1,229.7% | -987.6% | +24.3% |
| All | +1,052.2% | +1,311.2% | -259.1% | +265.2% |
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