-13.5%
WDAY vs LPLA
-16.5%
+2.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.6% | -2.7% | +0.9% |
| 7D | -1.2% | +15.7% | -16.9% | -4.7% |
| 30D | +6.8% | -6.2% | +13.0% | +8.5% |
| 3M | +17.8% | -12.0% | +29.8% | +21.9% |
| 6M | +57.8% | -2.7% | +60.6% | +57.8% |
| YTD | -6.0% | -12.5% | +6.5% | -4.5% |
| 1Y | -13.5% | -16.5% | +3.0% | -11.0% |
| All | -13.5% | -16.5% | +2.9% | -11.0% |
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